SS
Sound Stewardship’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
Q2 | – | Sell |
-10,653
| Closed | -$505K | – | 59 |
|
|
2024
Q1 | $505K | Sell |
10,653
-63,998
| -86% | -$3.04M | 0.31% | 41 |
|
|
2023
Q4 | $3.55M | Sell |
74,651
-10,915
| -13% | -$519K | 2.35% | 16 |
|
|
2023
Q3 | $3.97M | Buy |
85,566
+908
| +1% | +$42.1K | 2.67% | 14 |
|
|
2023
Q2 | $3.95M | Buy |
84,658
+721
| +0.9% | +$33.6K | 2.6% | 16 |
|
|
2023
Q1 | $3.96M | Buy |
83,937
+860
| +1% | +$40.6K | 2.66% | 15 |
|
|
2022
Q4 | $3.86M | Buy |
+83,077
| New | +$3.86M | 2.85% | 11 |
|