Courage Miller Partners’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 | $24.8M | Sell |
509,792
-10,403
| -2% | -$506K | 7.86% | 3 |
|
|
2025
Q1 | $25.2M | Buy |
520,195
+1,539
| +0.3% | +$74.4K | 8.52% | 3 |
|
|
2024
Q4 | $24.8M | Buy |
518,656
+14,359
| +3% | +$686K | 8.48% | 2 |
|
|
2024
Q3 | $24.5M | Buy |
504,297
+22,487
| +5% | +$1.09M | 8.25% | 3 |
|
|
2024
Q2 | $22.8M | Sell |
481,810
-579
| -0.1% | -$27.4K | 8.21% | 3 |
|
|
2024
Q1 | $22.9M | Buy |
482,389
+4,284
| +0.9% | +$203K | 7.91% | 3 |
|
|
2023
Q4 | $22.7M | Sell |
478,105
-27,892
| -6% | -$1.33M | 8.6% | 3 |
|
|
2023
Q3 | $23.5M | Buy |
505,997
+32,648
| +7% | +$1.51M | 9.62% | 2 |
|
|
2023
Q2 | $22.1M | Sell |
473,349
-762
| -0.2% | -$35.5K | 9.2% | 2 |
|
|
2023
Q1 | $22.4M | Buy |
474,111
+29,080
| +7% | +$1.37M | 9.46% | 2 |
|
|
2022
Q4 | $20.7M | Sell |
445,031
-11,215
| -2% | -$521K | 9.52% | 2 |
|
|
2022
Q3 | $21M | Sell |
456,246
-5,244
| -1% | -$242K | 10.6% | 2 |
|
|
2022
Q2 | $21.9M | Sell |
461,490
-467
| -0.1% | -$22.1K | 10.39% | 2 |
|
|
2022
Q1 | $22.4M | Buy |
461,957
+8,471
| +2% | +$410K | 8.89% | 3 |
|
|
2021
Q4 | $22.9M | Buy |
453,486
+42,838
| +10% | +$2.16M | 8.65% | 2 |
|
|
2021
Q3 | $21M | Buy |
410,648
+53,386
| +15% | +$2.73M | 8.43% | 3 |
|
|
2021
Q2 | $18.3M | Buy |
357,262
+28,340
| +9% | +$1.45M | 7.49% | 3 |
|
|
2021
Q1 | $16.9M | Buy |
328,922
+16,167
| +5% | +$829K | 7.33% | 3 |
|
|
2020
Q4 | $16.2M | Buy |
312,755
+26,193
| +9% | +$1.35M | 7.42% | 3 |
|
|
2020
Q3 | $14.7M | Buy |
286,562
+1
| +0% | +$51 | 7.93% | 3 |
|
|
2020
Q2 | $14.7M | Sell |
286,561
-3,787
| -1% | -$195K | 7.93% | 3 |
|
|
2020
Q1 | $14.7M | Buy |
290,348
+10,555
| +4% | +$533K | 9.02% | 2 |
|
|
2019
Q4 | $14.1M | Buy |
279,793
+11,797
| +4% | +$595K | 7.25% | 3 |
|
|
2019
Q3 | $13.5M | Buy |
267,996
+13,065
| +5% | +$660K | 7.46% | 3 |
|
|
2019
Q2 | $12.9M | Buy |
+254,931
| New | +$12.9M | 7.06% | 3 |
|