Certified Advisory Corp’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
Q1 | – | Sell |
-4,659
| Closed | -$223K | – | 301 |
|
|
2024
Q4 | $223K | Hold |
4,659
| – | – | 0.02% | 275 |
|
|
2024
Q3 | $227K | Hold |
4,659
| – | – | 0.03% | 274 |
|
|
2024
Q2 | $221K | Buy |
4,659
+147
| +3% | +$6.96K | 0.03% | 268 |
|
|
2024
Q1 | $214K | Buy |
4,512
+73
| +2% | +$3.46K | 0.03% | 253 |
|
|
2023
Q4 | $211K | Sell |
4,439
-176
| -4% | -$8.37K | 0.03% | 250 |
|
|
2023
Q3 | $214K | Buy |
+4,615
| New | +$214K | 0.04% | 220 |
|
|
2022
Q1 | – | Sell |
-5,195
| Closed | -$262K | – | 256 |
|
|
2021
Q4 | $262K | Buy |
+5,195
| New | +$262K | 0.06% | 193 |
|
|
2021
Q2 | – | Sell |
-3,784
| Closed | -$194K | – | 469 |
|
|
2021
Q1 | $194K | Buy |
+3,784
| New | +$194K | 0.05% | 197 |
|
|
2020
Q2 | $1.15M | Sell |
22,419
-1,114
| -5% | -$57.3K | 0.38% | 61 |
|
|
2020
Q1 | $1.19M | Buy |
23,533
+6,007
| +34% | +$303K | 0.47% | 48 |
|
|
2019
Q4 | $883K | Buy |
17,526
+8,570
| +96% | +$432K | 0.28% | 86 |
|
|
2019
Q3 | $452K | Buy |
8,956
+5,024
| +128% | +$254K | 0.16% | 114 |
|
|
2019
Q2 | $198K | Buy |
3,932
+24
| +0.6% | +$1.21K | 0.07% | 176 |
|
|
2019
Q1 | $195K | Buy |
3,908
+2,317
| +146% | +$116K | 0.08% | 162 |
|
|
2018
Q4 | $78K | Buy |
1,591
+9
| +0.6% | +$441 | 0.04% | 221 |
|
|
2018
Q3 | $78K | Buy |
1,582
+7
| +0.4% | +$345 | 0.04% | 232 |
|
|
2018
Q2 | $77K | Buy |
1,575
+7
| +0.4% | +$342 | 0.04% | 228 |
|
|
2018
Q1 | $77K | Buy |
1,568
+4
| +0.3% | +$196 | 0.05% | 220 |
|
|
2017
Q4 | $77K | Buy |
+1,564
| New | +$77K | 0.06% | 184 |
|