EP Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $375K | Hold |
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|
2019
Q4 | $374K | Sell |
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|
2019
Q3 | $378K | Sell |
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|
2019
Q2 | $377K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $594K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $255K | Hold |
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|
2016
Q2 | $256K | Hold |
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|
2016
Q1 | $253K | Buy |
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