Meridian Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-58,049
| Closed | -$2.69M | – | 602 |
|
|
2023
Q3 | $2.69M | Buy |
58,049
+3,596
| +7% | +$167K | 0.17% | 121 |
|
|
2023
Q2 | $2.54M | Buy |
54,453
+1,288
| +2% | +$60.1K | 0.21% | 99 |
|
|
2023
Q1 | $2.51M | Buy |
+53,165
| New | +$2.51M | 0.22% | 104 |
|
|
2022
Q3 | – | Sell |
-4,850
| Closed | -$230K | – | 529 |
|
|
2022
Q2 | $230K | Buy |
+4,850
| New | +$230K | 0.02% | 492 |
|
|
2020
Q3 | – | Sell |
-4,572
| Closed | -$235K | – | 270 |
|
|
2020
Q2 | $235K | Buy |
+4,572
| New | +$235K | 0.08% | 192 |
|