IFP Advisors’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 | $23.8K | Hold |
489
| – | – | ﹤0.01% | 2450 |
|
2025
Q1 | $23.6K | Sell |
489
-15
| -3% | -$725 | ﹤0.01% | 2229 |
|
2024
Q4 | $24.1K | Buy |
504
+20
| +4% | +$955 | ﹤0.01% | 2165 |
|
2024
Q3 | $23.6K | Sell |
484
-162
| -25% | -$7.89K | ﹤0.01% | 2081 |
|
2024
Q2 | $30.6K | Sell |
646
-242
| -27% | -$11.5K | ﹤0.01% | 1886 |
|
2024
Q1 | $42.1K | Sell |
888
-42
| -5% | -$1.99K | ﹤0.01% | 1663 |
|
2023
Q4 | $44.2K | Sell |
930
-130
| -12% | -$6.18K | ﹤0.01% | 1586 |
|
2023
Q3 | $49.2K | Sell |
1,060
-288
| -21% | -$13.4K | ﹤0.01% | 1559 |
|
2023
Q2 | $62.9K | Sell |
1,348
-383
| -22% | -$17.9K | ﹤0.01% | 1512 |
|
2023
Q1 | $85K | Sell |
1,731
-3,091
| -64% | -$152K | ﹤0.01% | 1335 |
|
2022
Q4 | $244K | Sell |
4,822
-1,414
| -23% | -$71.6K | 0.01% | 1251 |
|
2022
Q3 | $314K | Buy |
6,236
+85
| +1% | +$4.28K | 0.01% | 1166 |
|
2022
Q2 | $310K | Hold |
6,151
| – | – | 0.01% | 1055 |
|
2022
Q1 | $310K | Buy |
6,151
+1,873
| +44% | +$94.4K | 0.01% | 1055 |
|
2021
Q4 | $221K | Sell |
4,278
-130
| -3% | -$6.72K | ﹤0.01% | 892 |
|
2021
Q3 | $232K | Sell |
4,408
-2,144
| -33% | -$113K | ﹤0.01% | 856 |
|
2021
Q2 | $340K | Sell |
6,552
-447
| -6% | -$23.2K | 0.01% | 674 |
|
2021
Q1 | $362K | Buy |
6,999
+210
| +3% | +$10.9K | 0.01% | 616 |
|
2020
Q4 | $351K | Buy |
6,789
+28
| +0.4% | +$1.45K | 0.01% | 606 |
|
2020
Q3 | $351K | Buy |
6,761
+2,056
| +44% | +$107K | 0.02% | 527 |
|
2020
Q2 | $244K | Buy |
4,705
+562
| +14% | +$29.1K | 0.02% | 597 |
|
2020
Q1 | $208K | Buy |
4,143
+305
| +8% | +$15.3K | 0.02% | 568 |
|
2019
Q4 | $196K | Buy |
3,838
+913
| +31% | +$46.6K | 0.01% | 674 |
|
2019
Q3 | $148K | Buy |
+2,925
| New | +$148K | 0.01% | 877 |
|
2019
Q1 | $4K | Sell |
74
-3,251
| -98% | -$176K | ﹤0.01% | 1932 |
|
2018
Q4 | $163K | Sell |
3,325
-733
| -18% | -$35.9K | 0.01% | 943 |
|
2018
Q3 | $199K | Buy |
4,058
+908
| +29% | +$44.5K | 0.01% | 1077 |
|
2018
Q2 | $155K | Sell |
3,150
-1,240
| -28% | -$61K | 0.01% | 1211 |
|
2018
Q1 | $219K | Hold |
4,390
| – | – | 0.01% | 948 |
|
2017
Q4 | $219K | Hold |
4,390
| – | – | 0.01% | 946 |
|
2017
Q3 | $221K | Hold |
4,390
| – | – | 0.01% | 1082 |
|
2017
Q2 | $221K | Buy |
4,390
+36
| +0.8% | +$1.81K | 0.01% | 1071 |
|
2017
Q1 | $218K | Buy |
4,354
+150
| +4% | +$7.51K | 0.01% | 1066 |
|
2016
Q4 | $210K | Buy |
4,204
+3,264
| +347% | +$163K | 0.01% | 1027 |
|
2016
Q3 | $48K | Buy |
940
+656
| +231% | +$33.5K | ﹤0.01% | 1832 |
|
2016
Q2 | $14K | Buy |
284
+136
| +92% | +$6.7K | ﹤0.01% | 2567 |
|
2016
Q1 | $4K | Sell |
148
-536
| -78% | -$14.5K | ﹤0.01% | 1932 |
|
2015
Q4 | $34K | Buy |
+684
| New | +$34K | ﹤0.01% | 1832 |
|