Burkett Financial Services’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 | $109K | Buy |
2,245
+104
| +5% | +$5.06K | 0.04% | 64 |
|
|
2025
Q1 | $104K | Buy |
2,141
+1,147
| +115% | +$55.5K | 0.04% | 65 |
|
|
2024
Q4 | $47.5K | Buy |
994
+358
| +56% | +$17.1K | 0.02% | 88 |
|
|
2024
Q3 | $31K | Buy |
636
+29
| +5% | +$1.41K | 0.01% | 102 |
|
|
2024
Q2 | $28.8K | Sell |
607
-3,675
| -86% | -$174K | 0.01% | 102 |
|
|
2024
Q1 | $203K | Sell |
4,282
-178
| -4% | -$8.44K | 0.1% | 44 |
|
|
2023
Q4 | $212K | Buy |
+4,460
| New | +$212K | 0.12% | 42 |
|