Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.46M | Buy |
47,682
+2,711
| +6% | +$140K | 0.09% | 106 |
|
|
2020
Q2 | $2.32M | Sell |
44,971
-10,309
| -19% | -$531K | 0.17% | 86 |
|
|
2020
Q1 | $2.79M | Sell |
55,280
-52,045
| -48% | -$2.63M | 0.24% | 61 |
|
|
2019
Q4 | $5.41M | Sell |
107,325
-201,489
| -65% | -$10.2M | 0.36% | 50 |
|
|
2019
Q3 | $15.6M | Buy |
308,814
+4,199
| +1% | +$212K | 1.14% | 19 |
|
|
2019
Q2 | $15.4M | Buy |
304,615
+5,046
| +2% | +$254K | 1.15% | 18 |
|
|
2019
Q1 | $14.9M | Buy |
299,569
+45,502
| +18% | +$2.27M | 1.13% | 18 |
|
|
2018
Q4 | $12.5M | Buy |
254,067
+254,017
| +508,034% | +$12.5M | 1.11% | 19 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2160 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2163 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2179 |
|
|
2017
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2133 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1906 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1890 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1623 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1478 |
|
|
2016
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1475 |
|
|
2016
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1434 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1452 |
|
|
2015
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1524 |
|