Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,068
| Closed | -$50.8K | – | 332 |
|
|
2023
Q4 | $50.8K | Sell |
1,068
-38
| -3% | -$1.81K | 0.03% | 331 |
|
|
2023
Q3 | $51.3K | Sell |
1,106
-421
| -28% | -$19.5K | 0.03% | 323 |
|
|
2023
Q2 | $71.2K | Sell |
1,527
-5
| -0.3% | -$233 | 0.05% | 278 |
|
|
2023
Q1 | $72.2K | Sell |
1,532
-149
| -9% | -$7.03K | 0.05% | 273 |
|
|
2022
Q4 | $78.1K | Buy |
+1,681
| New | +$78.1K | 0.04% | 345 |
|