BIP Wealth’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 | – | Sell |
-5,506
| Closed | -$266K | – | 284 |
|
|
2025
Q1 | $266K | Sell |
5,506
-1,188
| -18% | -$57.4K | 0.02% | 226 |
|
|
2024
Q4 | $320K | Buy |
6,694
+2,316
| +53% | +$111K | 0.02% | 198 |
|
|
2024
Q3 | $213K | Sell |
4,378
-2,909
| -40% | -$142K | 0.01% | 226 |
|
|
2024
Q2 | $345K | Sell |
7,287
-1,386
| -16% | -$65.7K | 0.03% | 138 |
|
|
2024
Q1 | $411K | Sell |
8,673
-11,410
| -57% | -$541K | 0.03% | 136 |
|
|
2023
Q4 | $955K | Sell |
20,083
-9,100
| -31% | -$433K | 0.08% | 83 |
|
|
2023
Q3 | $1.35M | Sell |
29,183
-13,231
| -31% | -$614K | 0.12% | 65 |
|
|
2023
Q2 | $1.98M | Sell |
42,414
-21,203
| -33% | -$989K | 0.16% | 56 |
|
|
2023
Q1 | $3M | Buy |
+63,617
| New | +$3M | 0.33% | 45 |
|