CAPTRUST Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $628K | Sell |
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2025
Q2 | $644K | Sell |
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2025
Q1 | $721K | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $916K | Buy |
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|
2021
Q1 | $915K | Buy |
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|
2020
Q4 | $756K | Buy |
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|
2020
Q3 | $125K | Sell |
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|
2020
Q2 | $142K | Buy |
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|
2020
Q1 | $123K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $123K | Hold |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $119K | Sell |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $119K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.7M | Buy |
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