PrairieView Wealth Partners’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
2024
Q2
Sell
-171,149
Closed -$8.12M 20
2024
Q1
$8.12M Buy
171,149
+8,638
+5% +$410K 7.37% 8
2023
Q4
$7.73M Buy
+162,511
New +$7.73M 7.73% 8