Abundance Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
218,284
-12,063
| -5% | -$587K | 1.99% | 11 |
|
|
2025
Q1 | $11.1M | Sell |
230,347
-13,249
| -5% | -$641K | 2.33% | 10 |
|
|
2024
Q4 | $11.6M | Buy |
243,596
+309
| +0.1% | +$14.8K | 2.53% | 9 |
|
|
2024
Q3 | $11.8M | Buy |
243,287
+71,368
| +42% | +$3.47M | 2.45% | 8 |
|
|
2024
Q2 | $8.14M | Buy |
171,919
+4,831
| +3% | +$229K | 3.75% | 7 |
|
|
2024
Q1 | $7.93M | Buy |
167,088
+11,628
| +7% | +$552K | 1.82% | 10 |
|
|
2023
Q4 | $7.39M | Buy |
155,460
+3,872
| +3% | +$184K | 1.92% | 10 |
|
|
2023
Q3 | $7.03M | Buy |
151,588
+21,146
| +16% | +$981K | 2.01% | 8 |
|
|
2023
Q2 | $6.08M | Sell |
130,442
-136,642
| -51% | -$6.37M | 3.15% | 5 |
|
|
2023
Q1 | $12.6M | Buy |
267,084
+26,139
| +11% | +$1.23M | 3.18% | 5 |
|
|
2022
Q4 | $11.2M | Buy |
240,945
+234,680
| +3,746% | +$10.9M | 3.05% | 5 |
|
|
2022
Q3 | $289K | Sell |
6,265
-19,919
| -76% | -$919K | 0.08% | 111 |
|
|
2022
Q2 | $1.24M | Sell |
26,184
-4,319
| -14% | -$205K | 0.34% | 44 |
|
|
2022
Q1 | $1.48M | Buy |
30,503
+2,618
| +9% | +$127K | 0.4% | 43 |
|
|
2021
Q4 | $1.41M | Buy |
27,885
+7,726
| +38% | +$390K | 0.36% | 45 |
|
|
2021
Q3 | $1.03M | Buy |
20,159
+6,551
| +48% | +$335K | 0.6% | 21 |
|
|
2021
Q2 | $698K | Sell |
13,608
-7,321
| -35% | -$376K | 0.18% | 63 |
|
|
2021
Q1 | $1.07M | Sell |
20,929
-27,547
| -57% | -$1.41M | 0.27% | 37 |
|
|
2020
Q4 | $2.5M | Sell |
48,476
-77,483
| -62% | -$4M | 0.63% | 14 |
|
|
2020
Q3 | $6.49M | Sell |
125,959
-32,725
| -21% | -$1.69M | 1.87% | 9 |
|
|
2020
Q2 | $8.17M | Buy |
158,684
+1,141
| +0.7% | +$58.7K | 2.48% | 10 |
|
|
2020
Q1 | $7.96M | Sell |
157,543
-143,974
| -48% | -$7.27M | 2.76% | 9 |
|
|
2019
Q4 | $15.2M | Buy |
301,517
+62,254
| +26% | +$3.14M | 4.23% | 8 |
|
|
2019
Q3 | $12.1M | Buy |
239,263
+5,177
| +2% | +$261K | 3.68% | 9 |
|
|
2019
Q2 | $11.8M | Buy |
234,086
+115,503
| +97% | +$5.82M | 3.67% | 9 |
|
|
2019
Q1 | $5.91M | Buy |
118,583
+17,276
| +17% | +$861K | 1.94% | 8 |
|
|
2018
Q4 | $4.97M | Buy |
+101,307
| New | +$4.97M | 1.83% | 9 |
|