APP
Avantax Planning Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
4,767
-452
| -9% | -$22K | 0.01% | 405 |
|
|
2025
Q1 | $252K | Hold |
5,219
| – | – | 0.01% | 370 |
|
|
2024
Q4 | $249K | Sell |
5,219
-103
| -2% | -$4.92K | 0.01% | 369 |
|
|
2024
Q3 | $259K | Hold |
5,322
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $252K | Hold |
5,322
| – | – | 0.01% | 394 |
|
|
2024
Q1 | $252K | Hold |
5,322
| – | – | 0.01% | 391 |
|
|
2023
Q4 | $253K | Hold |
5,322
| – | – | 0.01% | 318 |
|
|
2023
Q3 | $247K | Sell |
5,322
-558
| -9% | -$25.9K | 0.01% | 312 |
|
|
2023
Q2 | $274K | Sell |
5,880
-8,198
| -58% | -$382K | 0.01% | 310 |
|
|
2023
Q1 | $664K | Sell |
14,078
-114,994
| -89% | -$5.42M | 0.03% | 211 |
|
|
2022
Q4 | $5.99M | Sell |
129,072
-6,068
| -4% | -$282K | 0.24% | 54 |
|
|
2022
Q3 | $6.23M | Buy |
+135,140
| New | +$6.23M | 0.28% | 43 |
|