SDWMA
Schneider Downs Wealth Management Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,303
| Closed | -$395K | – | 140 |
|
|
2023
Q4 | $395K | Buy |
+8,303
| New | +$395K | 0.1% | 78 |
|
|
2023
Q1 | – | Sell |
-10,615
| Closed | -$493K | – | 116 |
|
|
2022
Q4 | $493K | Buy |
+10,615
| New | +$493K | 0.11% | 66 |
|
|
2019
Q2 | – | Sell |
-6,515
| Closed | -$325K | – | 74 |
|
|
2019
Q1 | $325K | Sell |
6,515
-831
| -11% | -$41.5K | 0.12% | 44 |
|
|
2018
Q4 | $360K | Sell |
7,346
-4,497
| -38% | -$220K | 0.16% | 38 |
|
|
2018
Q3 | $580K | Buy |
+11,843
| New | +$580K | 0.37% | 27 |
|
|
2018
Q2 | – | Sell |
-4,270
| Closed | -$211K | – | 57 |
|
|
2018
Q1 | $211K | Sell |
4,270
-807
| -16% | -$39.9K | 0.12% | 47 |
|
|
2017
Q4 | $253K | Buy |
5,077
+893
| +21% | +$44.5K | 0.15% | 34 |
|
|
2017
Q3 | $210K | Buy |
4,184
+144
| +4% | +$7.23K | 0.14% | 39 |
|
|
2017
Q2 | $203K | Buy |
4,040
+35
| +0.9% | +$1.76K | 0.13% | 43 |
|
|
2017
Q1 | $201K | Sell |
4,005
-391
| -9% | -$19.6K | 0.14% | 44 |
|
|
2016
Q4 | $220K | Buy |
+4,396
| New | +$220K | 0.15% | 27 |
|