Simon Quick Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,846
| Closed | -$295K | – | 444 |
|
|
2019
Q2 | $295K | Buy |
5,846
+1,312
| +29% | +$66.2K | 0.15% | 44 |
|
|
2019
Q1 | $226K | Buy |
+4,534
| New | +$226K | 0.09% | 61 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$15K | – | 523 |
|
|
2017
Q3 | $15K | Hold |
300
| – | – | 0.01% | 385 |
|
|
2017
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 216 |
|