Berger Financial Group’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 | $812K | Buy |
16,689
+14
| +0.1% | +$681 | 0.05% | 212 |
|
|
2025
Q1 | $806K | Sell |
16,675
-2,329
| -12% | -$113K | 0.06% | 204 |
|
|
2024
Q4 | $908K | Sell |
19,004
-200
| -1% | -$9.55K | 0.06% | 181 |
|
|
2024
Q3 | $935K | Buy |
19,204
+233
| +1% | +$11.3K | 0.07% | 165 |
|
|
2024
Q2 | $899K | Sell |
18,971
-4,387
| -19% | -$208K | 0.07% | 160 |
|
|
2024
Q1 | $1.11M | Buy |
+23,358
| New | +$1.11M | 0.09% | 143 |
|