HWM
Hohimer Wealth Management’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 | $269K | Sell |
5,520
-470
| -8% | -$22.9K | 0.05% | 190 |
|
|
2025
Q1 | $290K | Sell |
5,990
-42
| -0.7% | -$2.03K | 0.06% | 197 |
|
|
2024
Q4 | $288K | Sell |
6,032
-680
| -10% | -$32.5K | 0.05% | 183 |
|
|
2024
Q3 | $327K | Sell |
6,712
-866
| -11% | -$42.2K | 0.07% | 162 |
|
|
2024
Q2 | $359K | Sell |
7,578
-2,259
| -23% | -$107K | 0.08% | 173 |
|
|
2024
Q1 | $467K | Sell |
9,837
-5,298
| -35% | -$251K | 0.11% | 160 |
|
|
2023
Q4 | $720K | Sell |
15,135
-3,892
| -20% | -$185K | 0.18% | 139 |
|
|
2023
Q3 | $882K | Sell |
19,027
-9,868
| -34% | -$458K | 0.25% | 111 |
|
|
2023
Q2 | $1.35M | Sell |
28,895
-2,504
| -8% | -$117K | 0.37% | 73 |
|
|
2023
Q1 | $1.48M | Sell |
31,399
-2,251
| -7% | -$106K | 0.43% | 68 |
|
|
2022
Q4 | $1.56M | Sell |
33,650
-14,362
| -30% | -$667K | 0.5% | 54 |
|
|
2022
Q3 | $2.21M | Sell |
48,012
-3,361
| -7% | -$155K | 0.71% | 65 |
|
|
2022
Q2 | $2.44M | Buy |
51,373
+23,979
| +88% | +$1.14M | 0.72% | 64 |
|
|
2022
Q1 | $1.33M | Buy |
+27,394
| New | +$1.33M | 0.26% | 108 |
|