Kelman-Lazarov Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
2025
Q1
$328K Buy
2024
Q4
$322K Hold
2024
Q3
$328K Hold
2024
Q2
$319K Hold
2024
Q1
$320K Hold
2023
Q4
$320K Hold
2023
Q3
$312K Sell
2023
Q2
$464K Hold
2023
Q1
$469K Buy