KLI
Kelman-Lazarov Inc’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 | $333K | Buy |
6,851
+70
| +1% | +$3.41K | 0.05% | 96 |
|
|
2025
Q1 | $328K | Buy |
6,781
+45
| +0.7% | +$2.18K | 0.06% | 88 |
|
|
2024
Q4 | $322K | Hold |
6,736
| – | – | 0.06% | 86 |
|
|
2024
Q3 | $328K | Hold |
6,736
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $319K | Hold |
6,736
| – | – | 0.06% | 86 |
|
|
2024
Q1 | $320K | Hold |
6,736
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $320K | Hold |
6,736
| – | – | 0.07% | 84 |
|
|
2023
Q3 | $312K | Sell |
6,736
-3,204
| -32% | -$149K | 0.07% | 80 |
|
|
2023
Q2 | $464K | Hold |
9,940
| – | – | 0.11% | 67 |
|
|
2023
Q1 | $469K | Buy |
+9,940
| New | +$469K | 0.12% | 62 |
|