Atria Wealth Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
6,325
+430
| +7% | +$20.9K | 0.01% | 1142 |
|
|
2025
Q1 | $285K | Buy |
5,895
+461
| +8% | +$22.3K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $260K | Sell |
5,434
-78
| -1% | -$3.73K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $268K | Sell |
5,512
-250
| -4% | -$12.2K | ﹤0.01% | 1571 |
|
|
2024
Q2 | $273K | Sell |
5,762
-78
| -1% | -$3.7K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $277K | Sell |
5,840
-424
| -7% | -$20.1K | ﹤0.01% | 1597 |
|
|
2023
Q4 | $298K | Sell |
6,264
-633
| -9% | -$30.1K | ﹤0.01% | 1496 |
|
|
2023
Q3 | $320K | Sell |
6,897
-362
| -5% | -$16.8K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $339K | Sell |
7,259
-68,069
| -90% | -$3.17M | ﹤0.01% | 1357 |
|
|
2023
Q1 | $3.55M | Sell |
75,328
-35,937
| -32% | -$1.69M | 0.05% | 358 |
|
|
2022
Q4 | $5.17M | Buy |
111,265
+36,237
| +48% | +$1.68M | 0.08% | 249 |
|
|
2022
Q3 | $3.46M | Buy |
75,028
+8,260
| +12% | +$381K | 0.06% | 317 |
|
|
2022
Q2 | $3.16M | Buy |
66,768
+14,094
| +27% | +$668K | 0.06% | 316 |
|
|
2022
Q1 | $2.55M | Buy |
+52,674
| New | +$2.55M | 0.04% | 413 |
|