Betterment LLC’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 | $1.94M | Buy |
39,922
+2,550
| +7% | +$124K | ﹤0.01% | 213 |
|
2025
Q1 | $1.81M | Sell |
37,372
-2,407
| -6% | -$116K | ﹤0.01% | 212 |
|
2024
Q4 | $1.9M | Buy |
39,779
+541
| +1% | +$25.8K | ﹤0.01% | 210 |
|
2024
Q3 | $1.91M | Buy |
39,238
+524
| +1% | +$25.5K | ﹤0.01% | 190 |
|
2024
Q2 | $1.83M | Buy |
38,714
+577
| +2% | +$27.3K | ﹤0.01% | 180 |
|
2024
Q1 | $1.81M | Buy |
38,137
+585
| +2% | +$27.7K | ﹤0.01% | 161 |
|
2023
Q4 | $1.79M | Sell |
37,552
-3,047
| -8% | -$145K | 0.01% | 138 |
|
2023
Q3 | $1.88M | Sell |
40,599
-2,863
| -7% | -$133K | 0.01% | 126 |
|
2023
Q2 | $2.03M | Sell |
43,462
-38
| -0.1% | -$1.77K | 0.01% | 118 |
|
2023
Q1 | $2.05M | Sell |
43,500
-386
| -0.9% | -$18.2K | 0.01% | 121 |
|
2022
Q4 | $2.04M | Buy |
43,886
+4,112
| +10% | +$191K | 0.01% | 117 |
|
2022
Q3 | $1.89M | Hold |
39,774
| – | – | 0.01% | 120 |
|
2022
Q2 | $1.89M | Buy |
39,774
+10,509
| +36% | +$498K | 0.01% | 120 |
|
2022
Q1 | $1.42M | Buy |
29,265
+906
| +3% | +$43.9K | ﹤0.01% | 126 |
|
2021
Q4 | $1.43M | Buy |
28,359
+21,574
| +318% | +$1.09M | ﹤0.01% | 124 |
|
2021
Q3 | $347K | Sell |
6,785
-82
| -1% | -$4.19K | ﹤0.01% | 168 |
|
2021
Q2 | $352K | Buy |
6,867
+1,792
| +35% | +$91.9K | ﹤0.01% | 149 |
|
2021
Q1 | $260K | Buy |
+5,075
| New | +$260K | ﹤0.01% | 130 |
|
2020
Q3 | – | Sell |
-5,136
| Closed | -$264K | – | 116 |
|
2020
Q2 | $264K | Buy |
5,136
+181
| +4% | +$9.3K | ﹤0.01% | 110 |
|
2020
Q1 | $250K | Buy |
+4,955
| New | +$250K | ﹤0.01% | 107 |
|