PBMares Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $809K | Sell |
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|
2021
Q3 | $896K | Sell |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $900K | Sell |
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|
2020
Q4 | $976K | Buy |
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|
2020
Q3 | $956K | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.09M | Buy |
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