Sugarloaf Wealth Management’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
Q4 | – | Sell |
-568
| Closed | -$27K | – | 820 |
|
|
2022
Q3 | $27K | Buy |
568
+3
| +0.5% | +$143 | 0.01% | 376 |
|
|
2022
Q2 | $27K | Buy |
565
+3
| +0.5% | +$143 | 0.01% | 363 |
|
|
2022
Q1 | $27K | Hold |
562
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $28K | Buy |
562
+4
| +0.7% | +$199 | 0.01% | 376 |
|
|
2021
Q3 | $28K | Buy |
558
+2
| +0.4% | +$100 | 0.01% | 357 |
|
|
2021
Q2 | $29K | Sell |
556
-3,331
| -86% | -$174K | 0.01% | 353 |
|
|
2021
Q1 | $28 | Buy |
3,887
+3,336
| +605% | +$24 | 0.01% | 351 |
|
|
2020
Q4 | $28K | Buy |
551
+3
| +0.5% | +$152 | 0.01% | 329 |
|
|
2020
Q3 | $28K | Buy |
548
+3
| +0.6% | +$153 | 0.01% | 312 |
|
|
2020
Q2 | $28K | Buy |
545
+3
| +0.6% | +$154 | 0.01% | 308 |
|
|
2020
Q1 | $27K | Buy |
542
+2
| +0.4% | +$100 | 0.01% | 287 |
|
|
2019
Q4 | $27K | Buy |
+540
| New | +$27K | 0.01% | 330 |
|