Chicago Partners Investment Group’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 | $487K | Buy |
10,046
+1,135
| +13% | +$55K | 0.01% | 609 |
|
|
2025
Q1 | $430K | Buy |
8,911
+24
| +0.3% | +$1.16K | 0.01% | 568 |
|
|
2024
Q4 | $424K | Sell |
8,887
-1,199
| -12% | -$57.3K | 0.01% | 552 |
|
|
2024
Q3 | $485K | Buy |
10,086
+98
| +1% | +$4.71K | 0.02% | 497 |
|
|
2024
Q2 | $478K | Sell |
9,988
-2,051
| -17% | -$98.2K | 0.02% | 479 |
|
|
2024
Q1 | $566K | Sell |
12,039
-1,504
| -11% | -$70.7K | 0.02% | 415 |
|
|
2023
Q4 | $643K | Sell |
13,543
-25,621
| -65% | -$1.22M | 0.03% | 366 |
|
|
2023
Q3 | $1.81M | Sell |
39,164
-16,212
| -29% | -$749K | 0.1% | 201 |
|
|
2023
Q2 | $2.58M | Buy |
+55,376
| New | +$2.58M | 0.13% | 148 |
|