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WealthPLAN Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

WealthPLAN Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,506
Closed -$164K – 711
2023
Q2 		$164K Hold
3,506
– – 0.02% 324
2023
Q1 		$165K Sell
3,506
-1,777
-34% -$83.2K 0.02% 344
2022
Q4 		$246K Buy
+5,283
New +$244K 0.02% 341
2022
Q1 		$599K Buy
12,489
+442
+4% +$21.8K 0.04% 228
2021
Q4 		$601K Sell
12,047
-776
-6% -$39.3K 0.04% 232
2021
Q3 		$647K Buy
12,823
+663
+5% +$34K 0.04% 219
2021
Q2 		$623K Buy
12,160
+2,459
+25% +$126K 0.04% 207
2021
Q1 		$498K Sell
9,701
-2,945
-23% -$152K 0.04% 230
2020
Q4 		$653K Buy
+12,646
New +$652K 0.06% 184

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RJA
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