WealthSource Partners’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
Q4 | $305K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $392K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $632K | Sell |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $742K | Buy |
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|
2018
Q2 | $507K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $280K | Sell |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $371K | Sell |
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|
2016
Q3 | $406K | Sell |
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|
2016
Q2 | $428K | Buy |
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|
2016
Q1 | $329K | Buy |
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