Certified Advisory Corp’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 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%	+$6.93K	0.03%	268
2024 Q1	$214K	Buy	4,512 +73	+2%	+$3.46K	0.03%	253
2023 Q4	$211K	Sell	4,439 -176	-4%	-$8.22K	0.03%	250
2023 Q3	$214K	Buy	+4,615	New	+$215K	0.04%	220
2022 Q1	–	Sell	-5,195	Closed	-$262K	–	256
2021 Q4	$262K	Buy	+5,195	New	+$263K	0.06%	193
2021 Q2	–	Sell	-3,784	Closed	-$194K	–	468
2021 Q1	$194K	Buy	+3,784	New	+$195K	0.05%	197
2020 Q2	$1.15M	Sell	22,419 -1,114	-5%	-$56.9K	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%	+$253K	0.16%	114
2019 Q2	$198K	Buy	3,932 +24	+0.6%	+$1.2K	0.07%	176
2019 Q1	$195K	Buy	3,908 +2,317	+146%	+$115K	0.08%	162
2018 Q4	$78K	Buy	1,591 +9	+0.6%	+$439	0.04%	221
2018 Q3	$78K	Buy	1,582 +7	+0.4%	+$343	0.04%	232
2018 Q2	$77K	Buy	1,575 +7	+0.4%	+$343	0.04%	228
2018 Q1	$77K	Buy	1,568 +4	+0.3%	+$198	0.05%	220
2017 Q4	$77K	Buy	+1,564	New	+$78.2K	0.06%	184

Other funds holding ISTB