Bartlett & Co Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,490
| Closed | -$120K | – | 1290 |
|
|
2025
Q1 | $120K | Sell |
2,490
-30
| -1% | -$1.45K | ﹤0.01% | 516 |
|
|
2024
Q4 | $120K | Buy |
2,520
+20
| +0.8% | +$955 | ﹤0.01% | 514 |
|
|
2024
Q3 | $122K | Buy |
2,500
+1,180
| +89% | +$57.4K | ﹤0.01% | 518 |
|
|
2024
Q2 | $62.5K | Sell |
1,320
-20
| -1% | -$947 | ﹤0.01% | 620 |
|
|
2024
Q1 | $63.6K | Sell |
1,340
-20
| -1% | -$949 | ﹤0.01% | 624 |
|
|
2023
Q4 | $64.7K | Buy |
1,360
+10
| +0.7% | +$475 | ﹤0.01% | 652 |
|
|
2023
Q3 | $62.6K | Sell |
1,350
-130
| -9% | -$6.03K | ﹤0.01% | 621 |
|
|
2023
Q2 | $69K | Buy |
+1,480
| New | +$69K | ﹤0.01% | 606 |
|