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Pacific Sun Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Pacific Sun Financial’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,800
Closed -$368K – 171
2023
Q2 		$368K Buy
+7,800
New +$367K 0.25% 119
2022
Q4 		$394K Sell
8,480
-1,940
-19% -$89.8K 0.28% 110
2022
Q3 		$480K Sell
10,420
-90
-0.9% -$4.25K 0.34% 96
2022
Q2 		$498K Sell
10,510
-10
-0.1% -$477 0.33% 99
2022
Q1 		$510K Buy
10,520
+40
+0.4% +$1.98K 0.28% 107
2021
Q4 		$529K Buy
10,480
+640
+7% +$32.4K 0.28% 104
2021
Q3 		$503K Buy
+9,840
New +$504K 0.29% 100

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RJA
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