True Wealth Financial Partners Ihares Core 1 5 Years Usd Bond Transaction History

True Wealth Financial Partners

$143 Million
Q1 2024

A detailed history of True Wealth Financial Partners transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, True Wealth Financial Partners holds 32,962 shares of ISTB stock, worth $1.57 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

32,962

Previous 31,378 5.05%

Holding current value

$1.57 Million

Previous $1.49 Million 4.76%

% of portfolio

1.1%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$47.16 - $47.73 $74,701 - $75,604	1,584 Added 5.05%	32,962 $1.56 Million
Q4 2023 Feb 14, 2024	BUY	$46.0 - $47.56 $32,936 - $34,052	716 Added 2.34%	31,378 $1.49 Million
Q3 2023 Nov 06, 2023	SELL	$46.26 - $46.9 $109,404 - $110,918	-2,365 Reduced 7.16%	30,662 $1.42 Million
Q2 2023 Jul 24, 2023	SELL	$46.63 - $47.38 $44,391 - $45,105	-952 Reduced 2.8%	33,027 $1.54 Million
Q1 2023 May 11, 2023	BUY	$46.16 - $47.28 $23,772 - $24,349	515 Added 1.54%	33,979 $1.6 Million

Q4 2022 Feb 06, 2023	SELL	$45.73 - $46.84 $91,505 - $93,726	-2,001 Reduced 5.64%	33,464 $1.55 Million
Q3 2022 Nov 09, 2022	BUY	N/A	5,695 Added 19.13%	35,465 $1.64 Million
Q2 2022 Aug 05, 2022	SELL	N/A	-6,538 Reduced 18.01%	29,770 $1.41 Million
Q1 2022 May 10, 2022	SELL	N/A	-699 Reduced 1.89%	36,308 $1.76 Million
Q4 2021 Feb 14, 2022	BUY	N/A	37,007 New	37,007 $1.87 Million

Others Institutions Holding ISTB

# of Institutions

394

Shares Held

58.9M

Call Options Held

500

Put Options Held

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
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True Wealth Financial Partners Ihares Core 1 5 Years Usd Bond Transaction History