SWP
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ShoreHaven Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

ShoreHaven Wealth Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-181,181
Closed -$8.78M – 82
2022
Q1 		$8.78M Sell
181,181
-35,558
-16% -$1.76M 4.63% 5
2021
Q4 		$10.9M Buy
216,739
+825
+0.4% +$41.8K 5.42% 6
2021
Q3 		$11M Buy
215,914
+19,748
+10% +$1.01M 5.74% 6
2021
Q2 		$10.1M Buy
196,166
+11,027
+6% +$566K 5.41% 6
2021
Q1 		$9.5M Buy
185,139
+5,725
+3% +$295K 5.14% 5
2020
Q4 		$9.27M Buy
+179,414
New +$9.24M 5.18% 5

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CWM
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