Sunesis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,416
| Closed | -$921K | – | 49 |
|
|
2024
Q1 | $921K | Buy |
19,416
+711
| +4% | +$33.7K | 0.54% | 31 |
|
|
2023
Q4 | $890K | Sell |
18,705
-12,143
| -39% | -$578K | 0.54% | 33 |
|
|
2023
Q3 | $1.43M | Buy |
+30,848
| New | +$1.43M | 1.01% | 15 |
|
|
2023
Q1 | $1.45M | Buy |
30,848
+863
| +3% | +$40.7K | 1.05% | 15 |
|
|
2022
Q4 | $1.39M | Hold |
29,985
| – | – | 0.89% | 24 |
|
|
2022
Q3 | $1.38M | Hold |
29,985
| – | – | 0.95% | 21 |
|
|
2022
Q2 | $1.42M | Buy |
+29,985
| New | +$1.42M | 0.92% | 23 |
|