Glass Jacobson Investment Advisors’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 | $26.3K | Buy |
540
+68
| +14% | +$3.31K | 0.01% | 357 |
|
|
2025
Q1 | $22.5K | Hold |
472
| – | – | 0.01% | 489 |
|
|
2024
Q4 | $22.5K | Hold |
472
| – | – | 0.01% | 489 |
|
|
2024
Q3 | $23K | Hold |
472
| – | – | 0.01% | 474 |
|
|
2024
Q2 | $22.4K | Hold |
472
| – | – | 0.01% | 463 |
|
|
2024
Q1 | $22.4K | Hold |
472
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $22.4K | Sell |
472
-812
| -63% | -$38.6K | 0.01% | 432 |
|
|
2023
Q3 | $59.6K | Buy |
1,284
+6
| +0.5% | +$278 | 0.03% | 309 |
|
|
2023
Q2 | $59.6K | Buy |
+1,278
| New | +$59.6K | 0.03% | 314 |
|
|
2022
Q4 | $55K | Buy |
+1,185
| New | +$55K | 0.03% | 333 |
|