Advisornet Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-146
| Closed | -$7.1K | – | 2286 |
|
|
2025
Q2 | $7.1K | Sell |
146
-243
| -62% | -$11.7K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $18.8K | Buy |
389
+146
| +60% | +$7.01K | ﹤0.01% | 1218 |
|
|
2024
Q4 | $11.6K | Hold |
243
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q3 | $11.8K | Hold |
243
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q2 | $11.5K | Hold |
243
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q1 | $11.5K | Hold |
243
| – | – | ﹤0.01% | 1244 |
|
|
2023
Q4 | $11.6K | Sell |
243
-175,548
| -100% | -$8.2M | ﹤0.01% | 1266 |
|
|
2023
Q3 | $8.15M | Buy |
175,791
+3,681
| +2% | +$171K | 0.74% | 31 |
|
|
2023
Q2 | $8.03M | Buy |
172,110
+7,910
| +5% | +$372K | 0.69% | 32 |
|
|
2023
Q1 | $7.74M | Buy |
164,200
+27,575
| +20% | +$1.29M | 0.71% | 32 |
|
|
2022
Q4 | $6.34M | Buy |
136,625
+7,479
| +6% | +$346K | 0.62% | 37 |
|
|
2022
Q3 | $5.95M | Buy |
129,146
+4,568
| +4% | +$216K | 0.6% | 34 |
|
|
2022
Q2 | $5.91M | Sell |
124,578
-225,526
| -64% | -$10.8M | 0.58% | 37 |
|
|
2022
Q1 | $17M | Buy |
350,104
+26,280
| +8% | +$1.3M | 1.07% | 12 |
|
|
2021
Q4 | $16.3M | Buy |
323,824
+6,465
| +2% | +$327K | 1.01% | 11 |
|
|
2021
Q3 | $16.2M | Buy |
317,359
+10,814
| +4% | +$554K | 1.13% | 9 |
|
|
2021
Q2 | $15.7M | Buy |
306,545
+12,769
| +4% | +$655K | 1.04% | 11 |
|
|
2021
Q1 | $15.1M | Buy |
293,776
+293,176
| +48,863% | +$15.1M | 1.08% | 10 |
|
|
2020
Q4 | $31K | Hold |
600
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q3 | $31K | Buy |
600
+357
| +147% | +$18.4K | ﹤0.01% | 977 |
|
|
2020
Q2 | $13K | Hold |
243
| – | – | ﹤0.01% | 1228 |
|
|
2020
Q1 | $12K | Hold |
243
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q4 | $12K | Buy |
+243
| New | +$12.2K | ﹤0.01% | 1341 |
|
Other funds holding ISTB
AA
TPI
ST
TA