Sound View Wealth Advisors Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.97M | Buy |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.33M | Sell |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.56M | Buy |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $2.32M | Sell |
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|
2021
Q1 | $3.12M | Buy |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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