WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$83.8K | 0.02% | 344 |
|
|
2022
Q4 | $246K | Buy |
+5,283
| New | +$246K | 0.02% | 341 |
|
|
2022
Q1 | $599K | Buy |
12,489
+442
| +4% | +$21.2K | 0.04% | 228 |
|
|
2021
Q4 | $601K | Sell |
12,047
-776
| -6% | -$38.7K | 0.04% | 232 |
|
|
2021
Q3 | $647K | Buy |
12,823
+663
| +5% | +$33.5K | 0.04% | 218 |
|
|
2021
Q2 | $623K | Buy |
12,160
+2,459
| +25% | +$126K | 0.04% | 207 |
|
|
2021
Q1 | $498K | Sell |
9,701
-2,945
| -23% | -$151K | 0.04% | 230 |
|
|
2020
Q4 | $653K | Buy |
+12,646
| New | +$653K | 0.06% | 183 |
|