HB Wealth Management’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 | – | Sell |
-13,242
| Closed | -$640K | – | 1212 |
|
|
2025
Q1 | $640K | Hold |
13,242
| – | – | 0.01% | 671 |
|
|
2024
Q4 | $633K | Buy |
13,242
+423
| +3% | +$20.2K | 0.01% | 539 |
|
|
2024
Q3 | $624K | Buy |
+12,819
| New | +$624K | 0.01% | 510 |
|
|
2023
Q3 | – | Sell |
-9,341
| Closed | -$436K | – | 769 |
|
|
2023
Q2 | $436K | Hold |
9,341
| – | – | 0.01% | 451 |
|
|
2023
Q1 | $440K | Hold |
9,341
| – | – | 0.01% | 443 |
|
|
2022
Q4 | $434K | Hold |
9,341
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $431K | Sell |
9,341
-3,450
| -27% | -$159K | 0.01% | 363 |
|
|
2022
Q2 | $606K | Buy |
12,791
+1,249
| +11% | +$59.2K | 0.01% | 314 |
|
|
2022
Q1 | $559K | Hold |
11,542
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $582K | Buy |
+11,542
| New | +$582K | 0.01% | 294 |
|