WA
Wealthstar Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,772
| Closed | -$2.03M | – | 80 |
|
|
2024
Q1 | $2.03M | Sell |
42,772
-290
| -0.7% | -$13.8K | 0.71% | 16 |
|
|
2023
Q4 | $2.05M | Sell |
43,062
-78
| -0.2% | -$3.71K | 0.33% | 16 |
|
|
2023
Q3 | $2M | Sell |
43,140
-130
| -0.3% | -$6.03K | 0.77% | 17 |
|
|
2023
Q2 | $2.02M | Sell |
43,270
-334
| -0.8% | -$15.6K | 0.85% | 14 |
|
|
2023
Q1 | $2.06M | Sell |
43,604
-1,171
| -3% | -$55.2K | 0.78% | 17 |
|
|
2022
Q4 | $2.08M | Sell |
44,775
-1,450
| -3% | -$67.3K | 0.95% | 16 |
|
|
2022
Q3 | $2.13M | Buy |
46,225
+11
| +0% | +$507 | 1.01% | 16 |
|
|
2022
Q2 | $2.19M | Sell |
46,214
-53,335
| -54% | -$2.52M | 0.84% | 16 |
|
|
2022
Q1 | $4.83M | Sell |
99,549
-54,891
| -36% | -$2.66M | 1.79% | 10 |
|
|
2021
Q4 | $7.79M | Sell |
154,440
-376
| -0.2% | -$19K | 2.67% | 11 |
|
|
2021
Q3 | $7.91M | Sell |
154,816
-1,397
| -0.9% | -$71.3K | 2.39% | 6 |
|
|
2021
Q2 | $8.01M | Buy |
+156,213
| New | +$8.01M | 2.51% | 6 |
|