Smith Shellnut Wilson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,784
| Closed | -$92K | – | 168 |
|
|
2021
Q2 | $92K | Buy |
1,784
+3
| +0.2% | +$155 | 0.05% | 137 |
|
|
2021
Q1 | $91K | Buy |
1,781
+2
| +0.1% | +$102 | 0.06% | 136 |
|
|
2020
Q4 | $92K | Buy |
1,779
+1,688
| +1,855% | +$87.3K | 0.05% | 138 |
|
|
2020
Q3 | $1.77K | Sell |
91
-1,679
| -95% | -$32.7K | 0.66% | 27 |
|
|
2020
Q2 | $91K | Buy |
1,770
+5
| +0.3% | +$257 | 0.07% | 119 |
|
|
2020
Q1 | $89K | Buy |
1,765
+3
| +0.2% | +$151 | 0.07% | 112 |
|
|
2019
Q4 | $89K | Buy |
1,762
+7
| +0.4% | +$354 | 0.06% | 132 |
|
|
2019
Q3 | $89K | Buy |
1,755
+5
| +0.3% | +$254 | 0.07% | 123 |
|
|
2019
Q2 | $88K | Buy |
+1,750
| New | +$88K | 0.07% | 122 |
|