Buttonwood 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 | $9.12M | Buy |
187,435
+1,999
| +1% | +$97.3K | 3.66% | 8 |
|
|
2025
Q1 | $8.97M | Buy |
185,436
+22,420
| +14% | +$1.08M | 3.94% | 8 |
|
|
2024
Q4 | $7.79M | Buy |
163,016
+12,590
| +8% | +$601K | 3.42% | 8 |
|
|
2024
Q3 | $7.32M | Buy |
150,426
+12,943
| +9% | +$630K | 3.19% | 8 |
|
|
2024
Q2 | $6.51M | Sell |
137,483
-1,661
| -1% | -$78.7K | 3.07% | 8 |
|
|
2024
Q1 | $6.6M | Buy |
139,144
+7,880
| +6% | +$374K | 3.1% | 8 |
|
|
2023
Q4 | $6.24M | Buy |
131,264
+24,307
| +23% | +$1.16M | 3.4% | 8 |
|
|
2023
Q3 | $4.96M | Sell |
106,957
-169,385
| -61% | -$7.86M | 3.14% | 7 |
|
|
2023
Q2 | $12.9M | Sell |
276,342
-4,561
| -2% | -$213K | 8.08% | 1 |
|
|
2023
Q1 | $13.2M | Buy |
280,903
+3,148
| +1% | +$148K | 10.27% | 1 |
|
|
2022
Q4 | $12.9M | Buy |
277,755
+51
| +0% | +$2.37K | 10.86% | 1 |
|
|
2022
Q3 | $12.7M | Buy |
277,704
+12,589
| +5% | +$577K | 11.47% | 1 |
|
|
2022
Q2 | $12.6M | Buy |
265,115
+7,142
| +3% | +$339K | 11.33% | 1 |
|
|
2022
Q1 | $12.5M | Buy |
257,973
+10,235
| +4% | +$496K | 11.28% | 1 |
|
|
2021
Q4 | $12.5M | Buy |
+247,738
| New | +$12.5M | 12.22% | 1 |
|