Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-48,135
| Closed | -$2.47M | – | 204 |
|
|
2021
Q1 | $2.47M | Buy |
48,135
+200
| +0.4% | +$10.3K | 0.24% | 99 |
|
|
2020
Q4 | $2.48M | Sell |
47,935
-600
| -1% | -$31K | 0.25% | 91 |
|
|
2020
Q3 | $2.5M | Buy |
48,535
+1,800
| +4% | +$92.8K | 0.28% | 84 |
|
|
2020
Q2 | $2.41M | Buy |
46,735
+30,525
| +188% | +$1.57M | 0.29% | 81 |
|
|
2020
Q1 | $819K | Hold |
16,210
| – | – | 0.12% | 143 |
|
|
2019
Q4 | $817K | Buy |
16,210
+1,000
| +7% | +$50.4K | 0.1% | 170 |
|
|
2019
Q3 | $767K | Buy |
15,210
+750
| +5% | +$37.8K | 0.1% | 168 |
|
|
2019
Q2 | $729K | Buy |
+14,460
| New | +$729K | 0.09% | 174 |
|