Burkett Financial Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Burkett Financial Services’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$109K	Buy
2025 Q1	$104K	Buy
2024 Q4	$47.5K	Buy
2024 Q3	$31K	Buy
2024 Q2	$28.8K	Sell
2024 Q1	$203K	Sell
2023 Q4	$212K	Buy