Avidian Wealth Enterprises’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
2026 Q1	$714K	Buy	14,731 +426	+3%	+$20.8K	0.02%	360
2025 Q4	$697K	Buy	14,305 +1,221	+9%	+$59.6K	0.03%	294
2025 Q3	$639K	Buy	13,084 +2,586	+25%	+$126K	0.02%	312
2025 Q2	$511K	Buy	10,498 +4,810	+85%	+$232K	0.02%	330
2025 Q1	$275K	Buy	+5,688	New	+$273K	0.01%	438
2024 Q2	–	Sell	-4,255	Closed	-$202K	–	513
2024 Q1	$202K	Sell	4,255 -511	-11%	-$24.2K	0.01%	424
2023 Q4	$227K	Sell	4,766 -2,554	-35%	-$119K	0.01%	386
2023 Q3	$340K	Buy	7,320 +22	+0.3%	+$1.02K	0.02%	310
2023 Q2	$340K	Buy	7,298 +1,103	+18%	+$51.8K	0.02%	321
2023 Q1	$292K	Buy	6,195 +1,287	+26%	+$60.2K	0.02%	387
2022 Q4	$228K	Buy	+4,908	New	+$227K	0.01%	410
2022 Q2	–	Sell	-63,054	Closed	-$3.06M	–	476
2022 Q1	$3.06M	Buy	63,054 +151	+0.2%	+$7.46K	0.19%	94
2021 Q4	$3.17M	Buy	62,903 +835	+1%	+$42.3K	0.2%	90
2021 Q3	$3.17M	Sell	62,068 -132	-0.2%	-$6.76K	0.24%	67
2021 Q2	$3.19M	Buy	+62,200	New	+$3.19M	0.25%	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	+$211K	0.08%	84

Other funds holding ISTB