SWP
ShoreHaven 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
Q2 | – | Sell |
-181,181
| Closed | -$8.78M | – | 82 |
|
|
2022
Q1 | $8.78M | Sell |
181,181
-35,558
| -16% | -$1.72M | 4.63% | 5 |
|
|
2021
Q4 | $10.9M | Buy |
216,739
+825
| +0.4% | +$41.6K | 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% | +$294K | 5.14% | 5 |
|
|
2020
Q4 | $9.27M | Buy |
+179,414
| New | +$9.27M | 5.18% | 5 |
|