AWE
Avidian Wealth Enterprises’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 | $511K | Buy |
10,498
+4,810
| +85% | +$234K | 0.02% | 329 |
|
|
2025
Q1 | $275K | Buy |
+5,688
| New | +$275K | 0.01% | 438 |
|
|
2024
Q2 | – | Sell |
-4,255
| Closed | -$202K | – | 503 |
|
|
2024
Q1 | $202K | Sell |
4,255
-511
| -11% | -$24.2K | 0.01% | 420 |
|
|
2023
Q4 | $227K | Sell |
4,766
-2,554
| -35% | -$121K | 0.01% | 384 |
|
|
2023
Q3 | $340K | Buy |
7,320
+22
| +0.3% | +$1.02K | 0.02% | 310 |
|
|
2023
Q2 | $340K | Buy |
7,298
+1,103
| +18% | +$51.4K | 0.02% | 320 |
|
|
2023
Q1 | $292K | Buy |
6,195
+1,287
| +26% | +$60.7K | 0.02% | 386 |
|
|
2022
Q4 | $228K | Buy |
+4,908
| New | +$228K | 0.01% | 408 |
|
|
2022
Q2 | – | Sell |
-63,054
| Closed | -$3.06M | – | 471 |
|
|
2022
Q1 | $3.06M | Buy |
63,054
+151
| +0.2% | +$7.32K | 0.19% | 91 |
|
|
2021
Q4 | $3.17M | Buy |
62,903
+835
| +1% | +$42.1K | 0.2% | 88 |
|
|
2021
Q3 | $3.17M | Sell |
62,068
-132
| -0.2% | -$6.74K | 0.24% | 67 |
|
|
2021
Q2 | $3.19M | Buy |
+62,200
| New | +$3.19M | 0.24% | 69 |
|
|
2018
Q1 | – | Sell |
-4,186
| Closed | -$209 | – | 107 |
|
|
2017
Q4 | $209 | Hold |
4,186
| – | – | 0.06% | 96 |
|
|
2017
Q3 | $210K | Buy |
+4,186
| New | +$210K | 0.08% | 84 |
|