Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,803
| Closed | -$423K | – | 80 |
|
|
2024
Q3 | $423K | Buy |
+8,803
| New | +$423K | 0.32% | 50 |
|
|
2024
Q2 | – | Sell |
-9,727
| Closed | -$461K | – | 113 |
|
|
2024
Q1 | $461K | Sell |
9,727
-11,454
| -54% | -$543K | 0.21% | 90 |
|
|
2023
Q4 | $1.01M | Buy |
+21,181
| New | +$1.01M | 0.85% | 31 |
|
|
2020
Q4 | $1.01M | Buy |
+21,181
| New | +$1.01M | 0.85% | 31 |
|