TLFA
True Link Financial Advisors’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
Q1 | – | Sell |
-22,974
| Closed | -$1.09M | – | 69 |
|
|
2023
Q4 | $1.09M | Sell |
22,974
-18,611
| -45% | -$885K | 0.12% | 25 |
|
|
2023
Q3 | $1.93M | Sell |
41,585
-100
| -0.2% | -$4.64K | 0.23% | 25 |
|
|
2023
Q2 | $1.94M | Hold |
41,685
| – | – | 0.23% | 26 |
|
|
2023
Q1 | $1.97M | Hold |
41,685
| – | – | 0.25% | 28 |
|
|
2022
Q4 | $1.94M | Sell |
41,685
-9,406
| -18% | -$437K | 0.26% | 28 |
|
|
2022
Q3 | $2.36M | Buy |
51,091
+11,156
| +28% | +$514K | 0.34% | 23 |
|
|
2022
Q2 | $1.89M | Hold |
39,935
| – | – | 0.29% | 33 |
|
|
2022
Q1 | $1.94M | Sell |
39,935
-2,284
| -5% | -$111K | 0.28% | 36 |
|
|
2021
Q4 | $2.13M | Sell |
42,219
-875
| -2% | -$44.1K | 0.28% | 40 |
|
|
2021
Q3 | $2.2M | Sell |
43,094
-767
| -2% | -$39.2K | 0.3% | 36 |
|
|
2021
Q2 | $2.25M | Buy |
43,861
+4,975
| +13% | +$255K | 0.33% | 34 |
|
|
2021
Q1 | $1.99M | Buy |
38,886
+4,500
| +13% | +$231K | 0.29% | 43 |
|
|
2020
Q4 | $1.78M | Buy |
+34,386
| New | +$1.78M | 0.28% | 45 |
|