Bellwether Advisors’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	$1.4M	Sell	28,809 -181	-0.6%	-$8.82K	0.24%	91
2025 Q4	$1.41M	Buy	28,990 +785	+3%	+$38.3K	0.23%	68
2025 Q3	$1.38M	Buy	28,205 +562	+2%	+$27.3K	0.23%	77
2025 Q2	$1.34M	Buy	27,643 +661	+2%	+$31.9K	0.23%	66
2025 Q1	$1.3M	Buy	26,982 +138	+0.5%	+$6.63K	0.27%	59
2024 Q4	$1.28M	Buy	26,844 +209	+0.8%	+$10K	0.23%	62
2024 Q3	$1.3M	Buy	26,635 +318	+1%	+$15.3K	0.25%	61
2024 Q2	$1.25M	Buy	26,317 +109	+0.4%	+$5.14K	0.26%	66
2024 Q1	$1.24M	Sell	26,208 -2,720	-9%	-$129K	0.27%	68
2023 Q4	$1.38M	Sell	28,928 -5,671	-16%	-$265K	0.34%	55
2023 Q3	$1.6M	Buy	34,599 +106	+0.3%	+$4.93K	0.44%	47
2023 Q2	$1.61M	Sell	34,493 -1,436	-4%	-$67.5K	0.47%	39
2023 Q1	$1.69M	Sell	35,929 -11,927	-25%	-$558K	0.46%	53
2022 Q4	$2.22M	Sell	47,856 -41,893	-47%	-$1.94M	0.65%	34
2022 Q3	$4.14M	Sell	89,749 -9,931	-10%	-$469K	1.36%	15
2022 Q2	$4.72M	Sell	99,680 -8,306	-8%	-$396K	1.52%	15
2022 Q1	$5.23M	Sell	107,986 -1,185	-1%	-$58.5K	1.56%	17
2021 Q4	$5.5M	Sell	109,171 -4,297	-4%	-$218K	1.71%	16
2021 Q3	$5.79M	Sell	113,468 -2,036	-2%	-$104K	1.93%	14
2021 Q2	$5.92M	Sell	115,504 -2,768	-2%	-$142K	2.04%	14
2021 Q1	$6.07M	Sell	118,272 -5,422	-4%	-$279K	2.4%	11
2020 Q4	$6.39M	Buy	+123,694	New	+$6.37M	2.81%	11

Other funds holding ISTB