SFSG
Sound Financial Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-101
| Closed | -$4.78K | – | 92 |
|
|
2024
Q2 | $4.78K | Buy |
+101
| New | +$4.78K | ﹤0.01% | 90 |
|
|
2023
Q4 | – | Sell |
-101
| Closed | -$4.68K | – | 73 |
|
|
2023
Q3 | $4.68K | Hold |
101
| – | – | ﹤0.01% | 72 |
|
|
2023
Q2 | $4.71K | Sell |
101
-20
| -17% | -$933 | ﹤0.01% | 72 |
|
|
2023
Q1 | $5.71K | Buy |
121
+20
| +20% | +$943 | ﹤0.01% | 53 |
|
|
2022
Q4 | $4.69K | Hold |
101
| – | – | ﹤0.01% | 59 |
|
|
2022
Q3 | $5K | Hold |
101
| – | – | 0.01% | 25 |
|
|
2022
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 40 |
|
|
2022
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 64 |
|
|
2021
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 83 |
|
|
2021
Q3 | $5K | Sell |
101
-34
| -25% | -$1.68K | ﹤0.01% | 82 |
|
|
2021
Q2 | $7K | Sell |
135
-35
| -21% | -$1.82K | ﹤0.01% | 86 |
|
|
2021
Q1 | $9K | Sell |
170
-19
| -10% | -$1.01K | ﹤0.01% | 84 |
|
|
2020
Q4 | $10K | Sell |
189
-7,917
| -98% | -$419K | 0.01% | 78 |
|
|
2020
Q3 | $418K | Sell |
8,106
-205
| -2% | -$10.6K | 0.26% | 49 |
|
|
2020
Q2 | $428K | Buy |
8,311
+99
| +1% | +$5.1K | 0.28% | 46 |
|
|
2020
Q1 | $415K | Buy |
8,212
+254
| +3% | +$12.8K | 0.28% | 46 |
|
|
2019
Q4 | $401K | Buy |
+7,958
| New | +$401K | 0.25% | 59 |
|