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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Buy |
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|
2025
Q2 | $511K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $3.17M | Sell |
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|
2021
Q2 | $3.19M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $209 | Hold |
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|
2017
Q3 | $210K | Buy |
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