Global Retirement Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $625K | Sell |
12,812
-2,489
| -16% | -$121K | 0.01% | 844 |
|
|
2025
Q3 | $747K | Buy |
15,301
+1,027
| +7% | +$50K | 0.02% | 628 |
|
|
2025
Q2 | $694K | Buy |
+14,274
| New | +$689K | 0.02% | 610 |
|
|
2024
Q4 | $1.16M | Buy |
24,283
+2,704
| +13% | +$130K | 0.03% | 413 |
|
|
2024
Q3 | $1.05M | Sell |
21,579
-500
| -2% | -$24.1K | 0.03% | 437 |
|
|
2024
Q2 | $1.05M | Sell |
22,079
-2,089
| -9% | -$98.5K | 0.03% | 408 |
|
|
2024
Q1 | $1.15M | Sell |
24,168
-449
| -2% | -$21.3K | 0.04% | 338 |
|
|
2023
Q4 | $1.17M | Buy |
24,617
+1,368
| +6% | +$63.9K | 0.05% | 312 |
|
|
2023
Q3 | $1.07M | Buy |
23,249
+18,537
| +393% | +$863K | 0.05% | 294 |
|
|
2023
Q2 | $220K | Buy |
4,712
+1,524
| +48% | +$71.6K | 0.01% | 661 |
|
|
2023
Q1 | $151K | Buy |
3,188
+1,358
| +74% | +$63.6K | 0.01% | 781 |
|
|
2022
Q4 | $85K | Sell |
1,830
-2,569
| -58% | -$119K | 0.01% | 866 |
|
|
2022
Q3 | $202K | Sell |
4,399
-3,718
| -46% | -$175K | 0.02% | 559 |
|
|
2022
Q2 | $385K | Buy |
8,117
+4
| +0% | +$191 | 0.03% | 400 |
|
|
2022
Q1 | $389K | Buy |
+8,113
| New | +$401K | 0.03% | 400 |
|
|
2021
Q4 | – | Sell |
-3,963
| Closed | -$202K | – | 1014 |
|
|
2021
Q3 | $202K | Buy |
3,963
+2,677
| +208% | +$137K | 0.02% | 465 |
|
|
2021
Q2 | $66K | Buy |
1,286
+5
| +0.4% | +$257 | 0.01% | 752 |
|
|
2021
Q1 | $66K | Buy |
1,281
+4
| +0.3% | +$206 | 0.01% | 689 |
|
|
2020
Q4 | $66K | Buy |
1,277
+8
| +0.6% | +$412 | 0.01% | 640 |
|
|
2020
Q3 | $65K | Buy |
1,269
+7
| +0.6% | +$361 | 0.01% | 575 |
|
|
2020
Q2 | $65K | Buy |
1,262
+8
| +0.6% | +$409 | 0.01% | 576 |
|
|
2020
Q1 | $63K | Buy |
1,254
+5
| +0.4% | +$252 | 0.01% | 513 |
|
|
2019
Q4 | $63K | Buy |
1,249
+11
| +0.9% | +$554 | 0.01% | 589 |
|
|
2019
Q3 | $63K | Sell |
1,238
-100
| -7% | -$5.04K | 0.01% | 569 |
|
|
2019
Q2 | $67K | Buy |
1,338
+117
| +10% | +$5.84K | 0.01% | 545 |
|
|
2019
Q1 | $61K | Buy |
1,221
+6
| +0.5% | +$297 | 0.01% | 497 |
|
|
2018
Q4 | $60K | Sell |
1,215
-104
| -8% | -$5.08K | 0.02% | 475 |
|
|
2018
Q3 | $65K | Buy |
1,319
+9
| +0.7% | +$441 | 0.01% | 501 |
|
|
2018
Q2 | $64K | Buy |
1,310
+461
| +54% | +$22.6K | 0.02% | 483 |
|
|
2018
Q1 | $42K | Hold |
849
| – | – | 0.01% | 572 |
|
|
2017
Q4 | $42K | Buy |
849
+315
| +59% | +$15.7K | 0.01% | 544 |
|
|
2017
Q3 | $27K | Buy |
534
+514
| +2,570% | +$25.9K | 0.01% | 567 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1062 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1008 |
|
Other funds holding ISTB
AA
TPI
SWM
ST
