BWM
BCGM Wealth Management’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 | $4.31M | Buy |
88,644
+1,632
| +2% | +$79.4K | 1.22% | 26 |
|
|
2025
Q1 | $4.21M | Buy |
87,012
+3,150
| +4% | +$152K | 1.29% | 20 |
|
|
2024
Q4 | $4.01M | Buy |
83,862
+2,265
| +3% | +$108K | 1.27% | 22 |
|
|
2024
Q3 | $3.97M | Buy |
81,597
+2,818
| +4% | +$137K | 1.29% | 22 |
|
|
2024
Q2 | $3.73M | Buy |
78,779
+4,172
| +6% | +$198K | 1.29% | 22 |
|
|
2024
Q1 | $3.54M | Sell |
74,607
-667
| -0.9% | -$31.6K | 1.27% | 19 |
|
|
2023
Q4 | $3.58M | Sell |
75,274
-13,158
| -15% | -$626K | 1.46% | 18 |
|
|
2023
Q3 | $4.1M | Buy |
88,432
+12,333
| +16% | +$572K | 1.88% | 11 |
|
|
2023
Q2 | $3.55M | Sell |
76,099
-39,000
| -34% | -$1.82M | 1.56% | 19 |
|
|
2023
Q1 | $5.43M | Sell |
115,099
-2,937
| -2% | -$138K | 2.74% | 8 |
|
|
2022
Q4 | $5.48M | Buy |
118,036
+114
| +0.1% | +$5.29K | 2.67% | 10 |
|
|
2022
Q3 | $5.4M | Buy |
117,922
+43,416
| +58% | +$1.99M | 2.7% | 9 |
|
|
2022
Q2 | $3.57M | Buy |
74,506
+1,985
| +3% | +$95.1K | 1.81% | 13 |
|
|
2022
Q1 | $3.48M | Buy |
72,521
+23,780
| +49% | +$1.14M | 1.89% | 12 |
|
|
2021
Q4 | $2.46M | Sell |
48,741
-132,557
| -73% | -$6.68M | 1.32% | 15 |
|
|
2021
Q3 | $9.2M | Buy |
181,298
+5,620
| +3% | +$285K | 5.12% | 3 |
|
|
2021
Q2 | $9.02M | Buy |
175,678
+22,665
| +15% | +$1.16M | 5.35% | 3 |
|
|
2021
Q1 | $7.86M | Buy |
153,013
+15,251
| +11% | +$783K | 5.37% | 4 |
|
|
2020
Q4 | $7.11M | Buy |
+137,762
| New | +$7.11M | 5.03% | 5 |
|