Cerity Partners’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 | $481K | Sell |
9,896
-8,967
| -48% | -$436K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $912K | Sell |
18,863
-10,115
| -35% | -$489K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $1.38M | Sell |
28,978
-3,371
| -10% | -$161K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $1.57M | Sell |
32,349
-540,439
| -94% | -$26.3M | ﹤0.01% | 1200 |
|
|
2024
Q2 | $27.1M | Buy |
572,788
+19,165
| +3% | +$908K | 0.07% | 232 |
|
|
2024
Q1 | $26.3M | Buy |
553,623
+78,930
| +17% | +$3.74M | 0.07% | 249 |
|
|
2023
Q4 | $22.6M | Buy |
474,693
+32,390
| +7% | +$1.54M | 0.07% | 222 |
|
|
2023
Q3 | $20.5M | Buy |
442,303
+21,597
| +5% | +$1M | 0.1% | 184 |
|
|
2023
Q2 | $19.6M | Buy |
420,706
+102,059
| +32% | +$4.76M | 0.08% | 229 |
|
|
2023
Q1 | $15.1M | Buy |
318,647
+85,854
| +37% | +$4.06M | 0.04% | 289 |
|
|
2022
Q4 | $10.8M | Buy |
232,793
+36,983
| +19% | +$1.72M | 0.07% | 249 |
|
|
2022
Q3 | $9.03M | Buy |
195,810
+6,481
| +3% | +$299K | 0.11% | 170 |
|
|
2022
Q2 | $8.97M | Buy |
+189,329
| New | +$8.97M | 0.1% | 180 |
|