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ML&R Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

ML&R Wealth Management’s Portfolio ISTB Stock Details ISTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,469
Closed -$258K – 97
2023
Q1 		$258K Sell
5,469
-207
-4% -$9.76K 0.07% 56
2022
Q4 		$264K Buy
5,676
+903
+19% +$41.9K 0.08% 45
2022
Q3 		$220K Buy
+4,773
New +$220K 0.07% 60