EverSource Wealth Advisors’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 | $28 | Hold |
1
| – | – | ﹤0.01% | 4205 |
|
|
2025
Q1 | $27 | Sell |
1
-6,472
| -100% | -$175K | ﹤0.01% | 3951 |
|
|
2024
Q4 | $309K | Buy |
+6,473
| New | +$309K | 0.02% | 496 |
|
|
2024
Q3 | – | Sell |
-21
| Closed | -$1.01K | – | 3080 |
|
|
2024
Q2 | $1.01K | Sell |
21
-275
| -93% | -$13.2K | ﹤0.01% | 2742 |
|
|
2024
Q1 | $13.9K | Buy |
+296
| New | +$13.9K | ﹤0.01% | 1537 |
|