Oak Harbor Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,539 shares of ISTB stock, worth $265,096. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,539
Previous 6,599 16.06%
Holding current value
$265,096
Previous $312,000 13.78%
% of portfolio
0.08%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$47.18 - $48.74 $50,010 - $51,664
-1,060 Reduced 16.06%
5,539 $269,000
Q2 2024

Jul 18, 2024
BUY
$46.84 - $47.46 $10,304 - $10,441
220 Added 3.45%
6,599 $312,000
Q1 2024

Apr 23, 2024
SELL
$47.16 - $47.73 $13,723 - $13,889
-291 Reduced 4.36%
6,379 $302,000
Q4 2023

Feb 09, 2024
SELL
$46.0 - $47.56 $54,878 - $56,739
-1,193 Reduced 15.17%
6,670 $317,000
Q3 2023

Oct 19, 2023
BUY
$46.26 - $46.9 $100,985 - $102,382
2,183 Added 38.43%
7,863 $364,000
Q2 2023

Jul 27, 2023
BUY
$46.63 - $47.38 $139 - $142
3 Added 0.05%
5,680 $264,000
Q1 2023

Apr 24, 2023
SELL
$46.16 - $47.28 $4,523 - $4,633
-98 Reduced 1.7%
5,677 $267,000
Q4 2022

Jan 18, 2023
SELL
$45.61 - $46.84 $110,741 - $113,727
-2,428 Reduced 29.6%
5,775 $0
Q3 2022

Nov 03, 2022
SELL
$45.93 - $47.9 $53,370 - $55,659
-1,162 Reduced 12.41%
8,203 $378,000
Q2 2022

Jul 25, 2022
SELL
$46.78 - $48.31 $168,408 - $173,916
-3,600 Reduced 27.77%
9,365 $444,000
Q1 2022

May 11, 2022
BUY
$48.28 - $50.36 $13,566 - $14,151
281 Added 2.22%
12,965 $628,000
Q4 2021

Feb 17, 2022
BUY
$50.4 - $51.06 $639,273 - $647,645
12,684 New
12,684 $640,000

Others Institutions Holding ISTB

# of Institutions
386
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email