Campbell Wealth Management Ihares Core 1 5 Years Usd Bond Transaction History

Campbell Wealth Management

$309 Million
Q2 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 27, 2023	SELL	$46.63 - $47.38 $174,209 - $177,011	-3,736 Reduced 43.8%	4,793 $224,000
Q1 2023 May 08, 2023	BUY	$46.16 - $47.28 $24,418 - $25,011	529 Added 6.61%	8,529 $402,000
Q4 2022 Jan 10, 2023	SELL	$45.61 - $46.84 $1.53 Million - $1.57 Million	-33,504 Reduced 80.72%	8,000 $372,000
Q3 2022 Oct 11, 2022	SELL	$45.93 - $47.9 $103 Million - $107 Million	-2,238,569 Reduced 98.18%	41,504 $1.91 Million
Q2 2022 Aug 02, 2022	BUY	$46.78 - $48.31 $11 Million - $11.4 Million	235,892 Added 11.54%	2,280,073 $108 Million
Q1 2022 May 18, 2022	BUY	$48.28 - $50.36 $24.8 Million - $25.9 Million	514,439 Added 33.63%	2,044,181 $99.1 Million
Q4 2021 Jan 27, 2022	BUY	$50.4 - $51.06 $3 Million - $3.04 Million	59,525 Added 4.05%	1,529,742 $77.1 Million
Q3 2021 Dec 22, 2022	BUY	$51.04 - $51.35 $72.8 Million - $73.2 Million	1,426,430 Added 3436.85%	1,467,934 $75 Million
Q3 2021 Oct 25, 2021	BUY	$51.04 - $51.35 $2.24 Million - $2.25 Million	43,864 Added 3.08%	1,470,217 $75.1 Million
Q2 2021 Jul 21, 2021	BUY	$51.18 - $51.42 $69.3 Million - $69.7 Million	1,354,874 Added 1895.49%	1,426,353 $73.2 Million
Q1 2021 Apr 30, 2021	BUY	$51.2 - $51.67 $190,617 - $192,367	3,723 Added 5.49%	71,479 $3.67 Million
Q4 2020 Jan 19, 2021	BUY	$51.33 - $51.65 $285,343 - $287,122	5,559 Added 8.94%	67,756 $3.5 Million
Q3 2020 Nov 02, 2020	BUY	$51.36 - $51.69 $391,209 - $393,722	7,617 Added 13.96%	62,197 $3.21 Million
Q2 2020 Jul 23, 2020	BUY	$50.12 - $51.49 $165,195 - $169,711	3,296 Added 6.43%	54,580 $2.81 Million
Q1 2020 Apr 17, 2020	BUY	$48.23 - $51.34 $113,051 - $120,340	2,344 Added 4.79%	51,284 $2.59 Million
Q4 2019 Jan 15, 2020	BUY	$50.24 - $50.61 $128,212 - $129,156	2,552 Added 5.5%	48,940 $2.47 Million
Q3 2019 Oct 07, 2019	BUY	$50.22 - $50.52 $245,274 - $246,739	4,884 Added 11.77%	46,388 $2.34 Million
Q2 2019 Aug 09, 2019	BUY	N/A	4,103 Added 10.97%	41,504 $2.09 Million
Q1 2019 May 13, 2019	SELL	N/A	-12,231 Reduced 24.64%	37,401 $1.87 Million
Q4 2018 Feb 14, 2019	BUY	N/A	49,632 New	49,632 $2.44 Million

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$470 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.63% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$150 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.9 Million
0.0% of portfolio

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