Elevate Wealth Advisory’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 | $296K | Buy |
6,088
+4,993
| +456% | +$243K | 0.21% | 60 |
|
|
2025
Q1 | $52.9K | Sell |
1,095
-103
| -9% | -$4.98K | 0.04% | 98 |
|
|
2024
Q4 | $57.2K | Hold |
1,198
| – | – | 0.04% | 87 |
|
|
2024
Q3 | $58.3K | Hold |
1,198
| – | – | 0.04% | 92 |
|
|
2024
Q2 | $56.7K | Sell |
1,198
-58
| -5% | -$2.75K | 0.05% | 86 |
|
|
2024
Q1 | $59.6K | Hold |
1,256
| – | – | 0.05% | 81 |
|
|
2023
Q4 | $59.7K | Buy |
+1,256
| New | +$59.7K | 0.05% | 79 |
|