United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $582K | Sell |
|
|||||
|
2023
Q1 | $926K | Sell |
|
|||||
|
2022
Q4 | $4.38M | Sell |
|
|||||
|
2022
Q3 | $4.69M | Sell |
|
|||||
|
2022
Q2 | $5.03M | Buy |
|
|||||
|
2022
Q1 | $4.97M | Sell |
|
|||||
|
2021
Q4 | $5.4M | Sell |
|
|||||
|
2021
Q3 | $5.81M | Buy |
|
|||||
|
2021
Q2 | $5.76M | Sell |
|
|||||
|
2021
Q1 | $6.28M | Sell |
|
|||||
|
2020
Q4 | $6.36M | Buy |
|
|||||
|
2020
Q3 | $6.33M | Buy |
|
|||||
|
2020
Q2 | $6.22M | Sell |
|
|||||
|
2020
Q1 | $7.57M | Sell |
|
|||||
|
2019
Q4 | $8.85M | Sell |
|
|||||
|
2019
Q3 | $8.89M | Buy |
|
|||||
|
2019
Q2 | $8.77M | Buy |
|
|||||
|
2019
Q1 | $8.66M | Buy |
|
|||||
|
2018
Q4 | $7.92M | Buy |
|
|||||
|
2018
Q3 | $7.75M | Buy |
|
|||||
|
2018
Q2 | $7.66M | Buy |
|
|||||
|
2018
Q1 | $6.68M | Buy |
|
|||||
|
2017
Q4 | $6.46M | Sell |
|
|||||
|
2017
Q3 | $6.63M | Sell |
|
|||||
|
2017
Q2 | $7.54M | Sell |
|
|||||
|
2017
Q1 | $7.64M | Sell |
|
|||||
|
2016
Q4 | $8.37M | Buy |
|
|||||
|
2016
Q3 | $8.34M | Sell |
|
|||||
|
2016
Q2 | $57.3M | Buy |
|
|||||
|
2016
Q1 | $97.2M | Buy |
|
|||||
|
2015
Q4 | $82.1M | Buy |
|
|||||
|
2015
Q3 | $76.2M | Buy |
|
|||||
|
2015
Q2 | $72.2M | Buy |
|
|||||
|
2015
Q1 | $62.3M | Buy |
|
|||||
|
2014
Q4 | $59.3M | Buy |
|
|||||
|
2014
Q3 | $15M | Buy |
|
|||||
|
2014
Q2 | $6.96M | Buy |
|
|||||
|
2014
Q1 | $2.77M | Buy |
|