Avantax Planning Partners’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 | $233K | Hold |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $5.99M | Sell |
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|
2022
Q3 | $6.23M | Buy |
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