HWA
HHM Wealth Advisors’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 | $1.18M | Sell |
24,216
-420
| -2% | -$20.4K | 0.14% | 62 |
|
|
2025
Q1 | $1.19M | Sell |
24,636
-7,903
| -24% | -$382K | 0.16% | 61 |
|
|
2024
Q4 | $1.55M | Sell |
32,539
-1,509
| -4% | -$72.1K | 0.21% | 52 |
|
|
2024
Q3 | $1.66M | Sell |
34,048
-1,427
| -4% | -$69.5K | 0.24% | 42 |
|
|
2024
Q2 | $1.68M | Sell |
35,475
-2,527
| -7% | -$120K | 0.25% | 39 |
|
|
2024
Q1 | $1.8M | Sell |
38,002
-7,019
| -16% | -$333K | 0.3% | 31 |
|
|
2023
Q4 | $2.14M | Sell |
45,021
-434
| -1% | -$20.6K | 0.37% | 25 |
|
|
2023
Q3 | $2.11M | Sell |
45,455
-7,689
| -14% | -$357K | 0.41% | 22 |
|
|
2023
Q2 | $2.48M | Sell |
53,144
-12,113
| -19% | -$565K | 0.46% | 20 |
|
|
2023
Q1 | $3.08M | Sell |
65,257
-10,683
| -14% | -$504K | 0.63% | 18 |
|
|
2022
Q4 | $3.53M | Buy |
75,940
+18,091
| +31% | +$840K | 0.81% | 16 |
|
|
2022
Q3 | $2.67M | Sell |
57,849
-732
| -1% | -$33.7K | 0.7% | 17 |
|
|
2022
Q2 | $2.78M | Sell |
58,581
-5,059
| -8% | -$240K | 0.71% | 17 |
|
|
2022
Q1 | $3.08M | Sell |
63,640
-5,594
| -8% | -$271K | 0.72% | 17 |
|
|
2021
Q4 | $3.49M | Buy |
69,234
+745
| +1% | +$37.6K | 0.84% | 15 |
|
|
2021
Q3 | $3.5M | Buy |
68,489
+6,042
| +10% | +$309K | 0.95% | 14 |
|
|
2021
Q2 | $3.2M | Buy |
62,447
+2,589
| +4% | +$133K | 0.87% | 14 |
|
|
2021
Q1 | $3.07M | Sell |
59,858
-27
| -0% | -$1.39K | 0.95% | 14 |
|
|
2020
Q4 | $3.09M | Buy |
59,885
+1,686
| +3% | +$87.1K | 1.06% | 13 |
|
|
2020
Q3 | $3M | Buy |
58,199
+13,417
| +30% | +$692K | 1.2% | 13 |
|
|
2020
Q2 | $2.31M | Sell |
44,782
-563
| -1% | -$29K | 0.96% | 14 |
|
|
2020
Q1 | $2.29M | Sell |
45,345
-3,675
| -7% | -$186K | 1.12% | 15 |
|
|
2019
Q4 | $2.44M | Buy |
49,020
+11,894
| +32% | +$592K | 1.17% | 15 |
|
|
2019
Q3 | $1.87M | Buy |
+37,126
| New | +$1.87M | 1.07% | 14 |
|