Horizon Family Wealth’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 | $1.82M | Sell |
37,499
-515
| -1% | -$25.1K | 1.11% | 22 |
|
|
2025
Q1 | $1.84M | Sell |
38,014
-33
| -0.1% | -$1.6K | 1.23% | 16 |
|
|
2024
Q4 | $1.82M | Buy |
38,047
+4,642
| +14% | +$222K | 1.21% | 18 |
|
|
2024
Q3 | $1.63M | Buy |
33,405
+680
| +2% | +$33.1K | 1.16% | 19 |
|
|
2024
Q2 | $1.55M | Buy |
32,725
+307
| +0.9% | +$14.5K | 1.18% | 19 |
|
|
2024
Q1 | $1.54M | Buy |
32,418
+207
| +0.6% | +$9.82K | 1.19% | 17 |
|
|
2023
Q4 | $1.53M | Buy |
+32,211
| New | +$1.53M | 1.29% | 17 |
|