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Choreo LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Choreo LLC’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Sell
7,846
-82
-1% -$3.99K ﹤0.01% 1106
2025
Q4 		$387K Sell
7,928
-208
-3% -$10.2K ﹤0.01% 1058
2025
Q3 		$397K Sell
8,136
-14,325
-64% -$697K 0.01% 1054
2025
Q2 		$1.09M Buy
22,461
+778
+4% +$37.5K 0.02% 563
2025
Q1 		$1.05M Buy
21,683
+6,055
+39% +$291K 0.02% 544
2024
Q4 		$747K Buy
15,628
+95
+0.6% +$4.56K 0.01% 691
2024
Q3 		$757K Buy
15,533
+4,864
+46% +$234K 0.01% 695
2024
Q2 		$503K Buy
10,669
+3,611
+51% +$170K 0.01% 803
2024
Q1 		$335K Buy
7,058
+4
+0.1% +$190 0.01% 500
2023
Q4 		$335K Sell
7,054
-185
-3% -$8.64K 0.01% 469
2023
Q3 		$336K Sell
7,239
-600
-8% -$27.9K 0.01% 354
2023
Q2 		$366K Sell
7,839
-32,653
-81% -$1.53M 0.01% 350
2023
Q1 		$1.91M Buy
+40,492
New +$1.9M 0.07% 153

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AA
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Jones Financial Companies
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ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return