Boyd Wealth Management’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
Q1 | – | Sell |
-244,111
| Closed | -$11.7M | – | 46 |
|
|
2024
Q4 | $11.7M | Buy |
244,111
+83,031
| +52% | +$3.97M | 5.75% | 6 |
|
|
2024
Q3 | $7.84M | Buy |
+161,080
| New | +$7.84M | 3.97% | 9 |
|
|
2023
Q2 | – | Sell |
-174,489
| Closed | -$8.23M | – | 42 |
|
|
2023
Q1 | $8.23M | Sell |
174,489
-69,274
| -28% | -$3.27M | 5.71% | 7 |
|
|
2022
Q4 | $11.3M | Buy |
243,763
+12,170
| +5% | +$565K | 8.31% | 4 |
|
|
2022
Q3 | $10.7M | Buy |
231,593
+34,280
| +17% | +$1.58M | 8.54% | 4 |
|
|
2022
Q2 | $9.35M | Buy |
197,313
+17,540
| +10% | +$831K | 7.64% | 6 |
|
|
2022
Q1 | $8.71M | Buy |
179,773
+100,351
| +126% | +$4.86M | 6.51% | 7 |
|
|
2021
Q4 | $4.01M | Buy |
+79,422
| New | +$4.01M | 2.91% | 11 |
|