Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,749
| Closed | -$279K | – | 54 |
|
|
2022
Q1 | $279K | Sell |
5,749
-243
| -4% | -$11.8K | 0.18% | 40 |
|
|
2021
Q4 | $302K | Sell |
5,992
-364
| -6% | -$18.3K | 0.19% | 39 |
|
|
2021
Q3 | $325K | Sell |
6,356
-6,532
| -51% | -$334K | 0.21% | 38 |
|
|
2021
Q2 | $661K | Sell |
12,888
-2,450
| -16% | -$126K | 0.45% | 28 |
|
|
2021
Q1 | $787K | Buy |
15,338
+15
| +0.1% | +$770 | 0.53% | 27 |
|
|
2020
Q4 | $791K | Buy |
15,323
+31
| +0.2% | +$1.6K | 0.57% | 27 |
|
|
2020
Q3 | $788K | Buy |
15,292
+3,811
| +33% | +$196K | 0.63% | 30 |
|
|
2020
Q2 | $591K | Sell |
11,481
-163
| -1% | -$8.39K | 0.47% | 30 |
|
|
2020
Q1 | $588K | Sell |
11,644
-429
| -4% | -$21.7K | 0.52% | 27 |
|
|
2019
Q4 | $610K | Buy |
12,073
+1,196
| +11% | +$60.4K | 0.46% | 22 |
|
|
2019
Q3 | $549K | Sell |
10,877
-784
| -7% | -$39.6K | 0.44% | 21 |
|
|
2019
Q2 | $588K | Buy |
11,661
+3,490
| +43% | +$176K | 0.45% | 21 |
|
|
2019
Q1 | $403K | Sell |
8,171
-3,627
| -31% | -$179K | 0.35% | 22 |
|
|
2018
Q4 | $579K | Buy |
11,798
+1,321
| +13% | +$64.8K | 0.55% | 20 |
|
|
2018
Q3 | $513K | Buy |
10,477
+2,266
| +28% | +$111K | 0.43% | 21 |
|
|
2018
Q2 | $403K | Buy |
8,211
+40
| +0.5% | +$1.96K | 0.34% | 24 |
|
|
2018
Q1 | $403K | Buy |
8,171
+1,891
| +30% | +$93.3K | 0.33% | 24 |
|
|
2017
Q4 | $313K | Buy |
6,280
+163
| +3% | +$8.12K | 0.23% | 27 |
|
|
2017
Q3 | $308K | Sell |
6,117
-725
| -11% | -$36.5K | 0.24% | 26 |
|
|
2017
Q2 | $344K | Buy |
6,842
+830
| +14% | +$41.7K | 0.29% | 24 |
|
|
2017
Q1 | $301K | Buy |
6,012
+155
| +3% | +$7.76K | 0.27% | 27 |
|
|
2016
Q4 | $293K | Buy |
5,857
+277
| +5% | +$13.9K | 0.29% | 26 |
|
|
2016
Q3 | $283K | Buy |
+5,580
| New | +$283K | 0.3% | 24 |
|