Arete Wealth Advisors’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 | $659K | Buy |
13,546
+8,036
| +146% | +$391K | 0.05% | 340 |
|
|
2025
Q1 | $266K | Buy |
+5,510
| New | +$266K | 0.02% | 579 |
|
|
2023
Q2 | – | Sell |
-10,165
| Closed | -$479K | – | 711 |
|
|
2023
Q1 | $479K | Sell |
10,165
-5,126
| -34% | -$242K | 0.04% | 354 |
|
|
2022
Q4 | $710M | Sell |
15,291
-28,212
| -65% | -$1.31B | 0.06% | 263 |
|
|
2022
Q3 | $2.01M | Sell |
43,503
-327,353
| -88% | -$15.1M | 0.2% | 102 |
|
|
2022
Q2 | $17.6M | Buy |
+370,856
| New | +$17.6M | 1.78% | 11 |
|
|
2021
Q3 | – | Sell |
-35,244
| Closed | -$1.58M | – | 433 |
|
|
2021
Q2 | $1.58M | Buy |
+35,244
| New | +$1.58M | 0.22% | 89 |
|