HHM Wealth Advisors’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
2026 Q2	$1.04M	Sell	21,598 -731	-3%	-$35.3K	0.1%	78
2026 Q1	$1.08M	Sell	22,329 -762	-3%	-$37.1K	0.12%	67
2025 Q4	$1.13M	Buy	23,091 +104	+0.5%	+$5.08K	0.13%	64
2025 Q3	$1.12M	Sell	22,987 -1,229	-5%	-$59.8K	0.13%	69
2025 Q2	$1.18M	Sell	24,216 -420	-2%	-$20.3K	0.14%	62
2025 Q1	$1.19M	Sell	24,636 -7,903	-24%	-$379K	0.16%	61
2024 Q4	$1.55M	Sell	32,539 -1,509	-4%	-$72.4K	0.21%	52
2024 Q3	$1.66M	Sell	34,048 -1,427	-4%	-$68.7K	0.24%	42
2024 Q2	$1.68M	Sell	35,475 -2,527	-7%	-$119K	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%	-$20.3K	0.37%	25
2023 Q3	$2.11M	Sell	45,455 -7,689	-14%	-$358K	0.41%	22
2023 Q2	$2.48M	Sell	53,144 -12,113	-19%	-$569K	0.47%	20
2023 Q1	$3.08M	Sell	65,257 -10,683	-14%	-$500K	0.63%	18
2022 Q4	$3.53M	Buy	75,940 +18,091	+31%	+$837K	0.81%	16
2022 Q3	$2.67M	Sell	57,849 -732	-1%	-$34.5K	0.7%	17
2022 Q2	$2.78M	Sell	58,581 -5,059	-8%	-$241K	0.71%	17
2022 Q1	$3.08M	Sell	63,640 -5,594	-8%	-$276K	0.72%	17
2021 Q4	$3.49M	Buy	69,234 +745	+1%	+$37.7K	0.84%	15
2021 Q3	$3.5M	Buy	68,489 +6,042	+10%	+$310K	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%	+$86.9K	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%	-$28.8K	0.96%	14
2020 Q1	$2.29M	Sell	45,345 -3,675	-7%	-$185K	1.12%	15
2019 Q4	$2.44M	Buy	49,020 +11,894	+32%	+$599K	1.17%	15
2019 Q3	$1.87M	Buy	+37,126	New	+$1.87M	1.07%	14

Other funds holding ISTB