Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$50K | – | 234 |
|
|
2021
Q4 | $50K | Hold |
1,000
| – | – | 0.03% | 219 |
|
|
2021
Q3 | $51K | Hold |
1,000
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $51K | Hold |
1,000
| – | – | 0.03% | 210 |
|
|
2021
Q1 | $51K | Sell |
1,000
-1,650
| -62% | -$84.2K | 0.03% | 212 |
|
|
2020
Q4 | $137K | Buy |
2,650
+1,650
| +165% | +$85.3K | 0.09% | 125 |
|
|
2020
Q3 | $52K | Buy |
+1,000
| New | +$52K | 0.04% | 180 |
|