GFPC
Global Financial Private Client’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 | $507K | Hold |
10,424
| – | – | 0.19% | 135 |
|
|
2025
Q1 | $504K | Hold |
10,424
| – | – | 0.19% | 128 |
|
|
2024
Q4 | $498K | Buy |
10,424
+672
| +7% | +$32.1K | 0.19% | 133 |
|
|
2024
Q3 | $475K | Hold |
9,752
| – | – | 0.19% | 133 |
|
|
2024
Q2 | $462K | Hold |
9,752
| – | – | 0.19% | 129 |
|
|
2024
Q1 | $460K | Buy |
9,752
+665
| +7% | +$31.4K | 0.2% | 127 |
|
|
2023
Q4 | $432K | Buy |
9,087
+8,887
| +4,444% | +$423K | 0.2% | 124 |
|
|
2023
Q3 | $9.23K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $9.3K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $9.43K | Hold |
200
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $9.29K | Sell |
200
-8,175
| -98% | -$380K | 0.01% | 433 |
|
|
2022
Q3 | $387K | Sell |
8,375
-550
| -6% | -$25.4K | 0.22% | 103 |
|
|
2022
Q2 | $424K | Hold |
8,925
| – | – | 0.24% | 89 |
|
|
2022
Q1 | $430K | Sell |
8,925
-450
| -5% | -$21.7K | 0.21% | 105 |
|
|
2021
Q4 | $473K | Sell |
9,375
-2,000
| -18% | -$101K | 0.23% | 92 |
|
|
2021
Q3 | $581K | Buy |
11,375
+1,450
| +15% | +$74K | 0.3% | 86 |
|
|
2021
Q2 | $508K | Buy |
+9,925
| New | +$508K | 0.28% | 85 |
|