Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,411
| Closed | -$265K | – | 76 |
|
|
2018
Q4 | $265K | Sell |
5,411
-63
| -1% | -$3.09K | 0.18% | 52 |
|
|
2018
Q3 | $268K | Sell |
5,474
-3,895
| -42% | -$191K | 0.14% | 58 |
|
|
2018
Q2 | $460K | Sell |
9,369
-130
| -1% | -$6.38K | 0.24% | 51 |
|
|
2018
Q1 | $469K | Sell |
9,499
-16,813
| -64% | -$830K | 0.27% | 48 |
|
|
2017
Q4 | $1.31M | Buy |
26,312
+1,765
| +7% | +$87.9K | 0.6% | 34 |
|
|
2017
Q3 | $1.23M | Sell |
24,547
-52
| -0.2% | -$2.61K | 0.58% | 39 |
|
|
2017
Q2 | $1.24M | Buy |
24,599
+566
| +2% | +$28.4K | 0.69% | 29 |
|
|
2017
Q1 | $1.21M | Buy |
24,033
+3,548
| +17% | +$178K | 0.75% | 25 |
|
|
2016
Q4 | $1.02M | Buy |
+20,485
| New | +$1.02M | 0.63% | 36 |
|