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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
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2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $3.08M | Sell |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $2.78M | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.49M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $3.07M | Sell |
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|
2020
Q4 | $3.09M | Buy |
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|
2020
Q3 | $3M | Buy |
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $2.44M | Buy |
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|
2019
Q3 | $1.87M | Buy |
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