RWP
Ridgecrest Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,400
| Closed | -$351K | – | 103 |
|
|
2022
Q2 | $351K | Sell |
7,400
-5,200
| -41% | -$247K | 0.26% | 69 |
|
|
2022
Q1 | $611K | Sell |
12,600
-117,315
| -90% | -$5.69M | 0.39% | 52 |
|
|
2021
Q4 | $6.55M | Buy |
129,915
+15,065
| +13% | +$760K | 3.19% | 5 |
|
|
2021
Q3 | $5.87M | Buy |
114,850
+33,095
| +40% | +$1.69M | 3.19% | 5 |
|
|
2021
Q2 | $4.19M | Buy |
81,755
+77,830
| +1,983% | +$3.99M | 2.62% | 12 |
|
|
2021
Q1 | $201K | Buy |
+3,925
| New | +$201K | 0.19% | 87 |
|