Safeguard Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,534
| Closed | -$211K | – | 105 |
|
|
2022
Q4 | $211K | Sell |
4,534
-438
| -9% | -$20.3K | 0.13% | 88 |
|
|
2022
Q3 | $229K | Sell |
4,972
-19,994
| -80% | -$921K | 0.16% | 82 |
|
|
2022
Q2 | $1.21M | Hold |
24,966
| – | – | 0.74% | 28 |
|
|
2022
Q1 | $1.21M | Sell |
24,966
-7,635
| -23% | -$370K | 0.83% | 23 |
|
|
2021
Q4 | $1.64M | Buy |
32,601
+1,460
| +5% | +$73.6K | 0.96% | 26 |
|
|
2021
Q3 | $1.59M | Buy |
31,141
+17,338
| +126% | +$885K | 1.03% | 25 |
|
|
2021
Q2 | $707K | Buy |
+13,803
| New | +$707K | 0.5% | 35 |
|