AO
Advisor OS’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-144,075
| Closed | -$6.88M | – | 443 |
|
|
2024
Q4 | $6.88M | Buy |
144,075
+6,315
| +5% | +$302K | 0.8% | 22 |
|
|
2024
Q3 | $6.71M | Buy |
137,760
+9,538
| +7% | +$464K | 0.67% | 29 |
|
|
2024
Q2 | $6.07M | Buy |
128,222
+10,956
| +9% | +$519K | 0.67% | 28 |
|
|
2024
Q1 | $5.56M | Buy |
117,266
+78,648
| +204% | +$3.73M | 0.64% | 31 |
|
|
2023
Q4 | $1.84M | Sell |
38,618
-44,194
| -53% | -$2.1M | 0.24% | 74 |
|
|
2023
Q3 | $3.84M | Sell |
82,812
-5,464
| -6% | -$253K | 0.58% | 29 |
|
|
2023
Q2 | $4.12M | Sell |
88,276
-67,842
| -43% | -$3.16M | 0.67% | 27 |
|
|
2023
Q1 | $7.36M | Buy |
156,118
+62,759
| +67% | +$2.96M | 1.77% | 8 |
|
|
2022
Q4 | $4.34M | Sell |
93,359
-12,745
| -12% | -$592K | 1.15% | 18 |
|
|
2022
Q3 | $4.89M | Sell |
106,104
-8,219
| -7% | -$379K | 1.47% | 14 |
|
|
2022
Q2 | $5.42M | Sell |
114,323
-25,307
| -18% | -$1.2M | 1.58% | 13 |
|
|
2022
Q1 | $6.77M | Buy |
139,630
+58,295
| +72% | +$2.82M | 1.96% | 10 |
|
|
2021
Q4 | $4.1M | Sell |
81,335
-1,901
| -2% | -$95.9K | 0.84% | 25 |
|
|
2021
Q3 | $4.25M | Buy |
+83,236
| New | +$4.25M | 0.92% | 20 |
|