Independent Advisor Alliance’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
Q1 | – | Sell |
-5,503
| Closed | -$263K | – | 1093 |
|
2024
Q4 | $263K | Buy |
+5,503
| New | +$263K | ﹤0.01% | 1187 |
|
2023
Q3 | – | Sell |
-8,334
| Closed | -$389K | – | 675 |
|
2023
Q2 | $389K | Buy |
8,334
+99
| +1% | +$4.62K | 0.02% | 477 |
|
2023
Q1 | $388K | Buy |
+8,235
| New | +$388K | 0.02% | 472 |
|
2020
Q1 | – | Sell |
-7,768
| Closed | -$392K | – | 616 |
|
2019
Q4 | $392K | Buy |
+7,768
| New | +$392K | 0.02% | 595 |
|
2017
Q2 | – | Sell |
-9,130
| Closed | -$457K | – | 311 |
|
2017
Q1 | $457K | Buy |
+9,130
| New | +$457K | 0.07% | 238 |
|