Joseph Group Capital Management’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 | $2.1M | Sell |
43,232
-6,144
| -12% | -$299K | 0.71% | 40 |
|
|
2025
Q1 | $2.39M | Sell |
49,376
-942
| -2% | -$45.5K | 0.91% | 38 |
|
|
2024
Q4 | $2.4M | Buy |
50,318
+7,278
| +17% | +$348K | 0.95% | 38 |
|
|
2024
Q3 | $2.1M | Sell |
43,040
-310
| -0.7% | -$15.1K | 0.8% | 39 |
|
|
2024
Q2 | $2.05M | Sell |
43,350
-89
| -0.2% | -$4.22K | 1.07% | 31 |
|
|
2024
Q1 | $2.06M | Buy |
43,439
+7,990
| +23% | +$379K | 1.03% | 27 |
|
|
2023
Q4 | $1.69M | Buy |
35,449
+713
| +2% | +$33.9K | 0.98% | 26 |
|
|
2023
Q3 | $1.61M | Buy |
34,736
+6,284
| +22% | +$291K | 1.16% | 24 |
|
|
2023
Q2 | $1.33M | Buy |
28,452
+2,531
| +10% | +$118K | 1.12% | 25 |
|
|
2023
Q1 | $1.22M | Buy |
25,921
+2,207
| +9% | +$104K | 1.07% | 27 |
|
|
2022
Q4 | $1.1M | Sell |
23,714
-2,269
| -9% | -$105K | 1.05% | 30 |
|
|
2022
Q3 | $1.2M | Buy |
25,983
+2,636
| +11% | +$122K | 1.31% | 27 |
|
|
2022
Q2 | $1.11M | Buy |
23,347
+1,185
| +5% | +$56.2K | 1.11% | 29 |
|
|
2022
Q1 | $1.07M | Buy |
22,162
+1,083
| +5% | +$52.5K | 1.08% | 32 |
|
|
2021
Q4 | $1.06M | Buy |
+21,079
| New | +$1.06M | 1.02% | 32 |
|