Corient Private Wealth’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 | $261K | Buy |
+5,368
| New | +$261K | ﹤0.01% | 2162 |
|
|
2024
Q4 | – | Sell |
-66,507
| Closed | -$3.24M | – | 2415 |
|
|
2024
Q3 | $3.24M | Sell |
66,507
-69,573
| -51% | -$3.39M | 0.01% | 878 |
|
|
2024
Q2 | $6.46M | Sell |
136,080
-9,324
| -6% | -$443K | 0.01% | 634 |
|
|
2024
Q1 | $6.9M | Sell |
145,404
-1,193
| -0.8% | -$56.6K | 0.01% | 621 |
|
|
2023
Q4 | $6.97M | Buy |
+146,597
| New | +$6.97M | 0.01% | 613 |
|