Avantax Advisory Services’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 | $622K | Buy |
12,783
+1,131
| +10% | +$55K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $563K | Buy |
+11,652
| New | +$563K | ﹤0.01% | 1428 |
|
|
2023
Q3 | – | Sell |
-6,110
| Closed | -$285K | – | 1584 |
|
|
2023
Q2 | $285K | Sell |
6,110
-1,239
| -17% | -$57.8K | ﹤0.01% | 1215 |
|
|
2023
Q1 | $347K | Sell |
7,349
-267
| -4% | -$12.6K | ﹤0.01% | 1071 |
|
|
2022
Q4 | $354K | Sell |
7,616
-544
| -7% | -$25.3K | ﹤0.01% | 1022 |
|
|
2022
Q3 | $376K | Buy |
8,160
+1,104
| +16% | +$50.9K | 0.01% | 904 |
|
|
2022
Q2 | $334K | Sell |
7,056
-291
| -4% | -$13.8K | 0.01% | 961 |
|
|
2022
Q1 | $354K | Sell |
7,347
-39
| -0.5% | -$1.88K | ﹤0.01% | 927 |
|
|
2021
Q4 | $373K | Buy |
7,386
+559
| +8% | +$28.2K | 0.01% | 876 |
|
|
2021
Q3 | $351K | Sell |
6,827
-646
| -9% | -$33.2K | 0.01% | 854 |
|
|
2021
Q2 | $386K | Buy |
7,473
+1,917
| +35% | +$99K | 0.01% | 795 |
|
|
2021
Q1 | $285K | Buy |
5,556
+586
| +12% | +$30.1K | 0.01% | 828 |
|
|
2020
Q4 | $256K | Sell |
4,970
-4,691
| -49% | -$242K | 0.01% | 794 |
|
|
2020
Q3 | $498K | Buy |
9,661
+5,536
| +134% | +$285K | 0.01% | 783 |
|
|
2020
Q2 | $212K | Buy |
4,125
+25
| +0.6% | +$1.29K | 0.01% | 767 |
|
|
2020
Q1 | $207K | Sell |
4,100
-86
| -2% | -$4.34K | 0.01% | 706 |
|
|
2019
Q4 | $211K | Buy |
+4,186
| New | +$211K | ﹤0.01% | 766 |
|