BA
Bellwether Advisors’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 | $1.34M | Buy |
27,643
+661
| +2% | +$32.2K | 0.23% | 66 |
|
|
2025
Q1 | $1.3M | Buy |
26,982
+138
| +0.5% | +$6.67K | 0.27% | 59 |
|
|
2024
Q4 | $1.28M | Buy |
26,844
+209
| +0.8% | +$9.98K | 0.23% | 62 |
|
|
2024
Q3 | $1.3M | Buy |
26,635
+318
| +1% | +$15.5K | 0.25% | 61 |
|
|
2024
Q2 | $1.25M | Buy |
26,317
+109
| +0.4% | +$5.16K | 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% | -$270K | 0.34% | 55 |
|
|
2023
Q3 | $1.6M | Buy |
34,599
+106
| +0.3% | +$4.92K | 0.44% | 47 |
|
|
2023
Q2 | $1.61M | Sell |
34,493
-1,436
| -4% | -$67K | 0.47% | 39 |
|
|
2023
Q1 | $1.69M | Sell |
35,929
-11,927
| -25% | -$562K | 0.46% | 53 |
|
|
2022
Q4 | $2.22M | Sell |
47,856
-41,893
| -47% | -$1.95M | 0.65% | 34 |
|
|
2022
Q3 | $4.14M | Sell |
89,749
-9,931
| -10% | -$458K | 1.36% | 15 |
|
|
2022
Q2 | $4.72M | Sell |
99,680
-8,306
| -8% | -$394K | 1.52% | 15 |
|
|
2022
Q1 | $5.23M | Sell |
107,986
-1,185
| -1% | -$57.4K | 1.56% | 17 |
|
|
2021
Q4 | $5.51M | Sell |
109,171
-4,297
| -4% | -$217K | 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% | -$278K | 2.4% | 11 |
|
|
2020
Q4 | $6.39M | Buy |
+123,694
| New | +$6.39M | 2.81% | 11 |
|