Bluestem Financial Advisors’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 | $5.16M | Sell |
105,976
-4,237
| -4% | -$206K | 2.21% | 10 |
|
|
2025
Q1 | $5.33M | Sell |
110,213
-1,692
| -2% | -$81.8K | 2.49% | 8 |
|
|
2024
Q4 | $5.35M | Sell |
111,905
-12,489
| -10% | -$597K | 2.52% | 8 |
|
|
2024
Q3 | $6.06M | Sell |
124,394
-17,625
| -12% | -$858K | 2.83% | 7 |
|
|
2024
Q2 | $6.73M | Sell |
142,019
-20,371
| -13% | -$965K | 3.4% | 7 |
|
|
2024
Q1 | $7.7M | Sell |
162,390
-1,698
| -1% | -$80.6K | 3.98% | 7 |
|
|
2023
Q4 | $7.8M | Sell |
164,088
-3,651
| -2% | -$174K | 4.54% | 7 |
|
|
2023
Q3 | $7.78M | Buy |
167,739
+38,096
| +29% | +$1.77M | 4.75% | 7 |
|
|
2023
Q2 | $6.05M | Sell |
129,643
-35,729
| -22% | -$1.67M | 3.66% | 7 |
|
|
2023
Q1 | $7.8M | Sell |
165,372
-413
| -0.2% | -$19.5K | 4.8% | 7 |
|
|
2022
Q4 | $7.7M | Buy |
165,785
+70,780
| +75% | +$3.29M | 5.06% | 7 |
|
|
2022
Q3 | $4.38M | Buy |
95,005
+25,140
| +36% | +$1.16M | 3.1% | 7 |
|
|
2022
Q2 | $3.31M | Buy |
69,865
+16,247
| +30% | +$770K | 2.3% | 8 |
|
|
2022
Q1 | $2.6M | Buy |
+53,618
| New | +$2.6M | 1.63% | 11 |
|