Schneider Downs Wealth Management Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $493K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $580K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $253K | Buy |
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|
2017
Q3 | $210K | Buy |
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|
2017
Q2 | $203K | Buy |
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|
2017
Q1 | $201K | Sell |
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|
2016
Q4 | $220K | Buy |
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