AE Wealth Management’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 | $46K | Hold |
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|
2025
Q2 | $45.9K | Sell |
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|
2025
Q1 | $82.2K | Sell |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $13.4M | Sell |
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|
2023
Q2 | $16.3M | Sell |
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|
2023
Q1 | $16.6M | Sell |
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|
2022
Q4 | $17.8M | Sell |
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|
2022
Q3 | $18.6M | Buy |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $15.2M | Sell |
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|
2021
Q4 | $16.7M | Buy |
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|
2021
Q3 | $16.1M | Buy |
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|
2021
Q2 | $11.9M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $6.78M | Sell |
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|
2020
Q1 | $8.92M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $524K | Buy |
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