FWM
Fonville Wealth Management’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 | $8.23M | Buy |
169,162
+6,391
| +4% | +$311K | 2.08% | 16 |
|
|
2025
Q1 | $7.88M | Buy |
162,771
+33,282
| +26% | +$1.61M | 2.32% | 15 |
|
|
2024
Q4 | $6.19M | Buy |
129,489
+21,796
| +20% | +$1.04M | 2.04% | 16 |
|
|
2024
Q3 | $5.24M | Buy |
107,693
+2,406
| +2% | +$117K | 1.81% | 19 |
|
|
2024
Q2 | $4.99M | Buy |
105,287
+8
| +0% | +$379 | 1.98% | 15 |
|
|
2024
Q1 | $4.99M | Buy |
105,279
+4,999
| +5% | +$237K | 2.21% | 14 |
|
|
2023
Q4 | $4.77M | Buy |
+100,280
| New | +$4.77M | 2.53% | 12 |
|