Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,606
| Closed | -$399K | – | 124 |
|
|
2023
Q3 | $399K | Sell |
8,606
-2,648
| -24% | -$123K | 0.19% | 77 |
|
|
2023
Q2 | $525K | Sell |
11,254
-213
| -2% | -$9.93K | 0.24% | 64 |
|
|
2023
Q1 | $541K | Sell |
11,467
-1,021
| -8% | -$48.1K | 0.28% | 65 |
|
|
2022
Q4 | $580K | Sell |
12,488
-15,120
| -55% | -$702K | 0.33% | 52 |
|
|
2022
Q3 | $1.27M | Sell |
27,608
-3,654
| -12% | -$168K | 0.79% | 31 |
|
|
2022
Q2 | $1.48M | Sell |
31,262
-8,142
| -21% | -$386K | 1.02% | 29 |
|
|
2022
Q1 | $1.91M | Sell |
39,404
-9,125
| -19% | -$442K | 1.13% | 27 |
|
|
2021
Q4 | $2.45M | Buy |
+48,529
| New | +$2.45M | 1.37% | 28 |
|