EFS
Essex Financial Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
21,968
+641
| +3% | +$31.2K | 0.07% | 239 |
|
|
2025
Q1 | $1.03M | Sell |
21,327
-3,943
| -16% | -$191K | 0.07% | 224 |
|
|
2024
Q4 | $1.21M | Sell |
25,270
-9,023
| -26% | -$431K | 0.09% | 199 |
|
|
2024
Q3 | $1.65M | Sell |
34,293
-390
| -1% | -$18.8K | 0.12% | 162 |
|
|
2024
Q2 | $1.67M | Buy |
34,683
+19,005
| +121% | +$912K | 0.12% | 163 |
|
|
2024
Q1 | $744K | Buy |
+15,678
| New | +$744K | 0.07% | 249 |
|