Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.73M | Buy |
118,298
+11,284
| +11% | +$550K | 0.02% | 724 |
|
|
2025
Q4 | $5.22M | Buy |
107,014
+31,237
| +41% | +$1.52M | 0.02% | 709 |
|
|
2025
Q3 | $3.7M | Buy |
75,777
+11,925
| +19% | +$580K | 0.02% | 835 |
|
|
2025
Q2 | $3.11M | Buy |
63,852
+9,180
| +17% | +$443K | 0.02% | 851 |
|
|
2025
Q1 | $2.64M | Buy |
54,672
+1,527
| +3% | +$73.3K | 0.01% | 867 |
|
|
2024
Q4 | $2.54M | Sell |
53,145
-87
| -0.2% | -$4.18K | 0.01% | 882 |
|
|
2024
Q3 | $2.59M | Sell |
53,232
-898
| -2% | -$43.2K | 0.01% | 834 |
|
|
2024
Q2 | $2.56M | Sell |
54,130
-24,853
| -31% | -$1.17M | 0.01% | 840 |
|
|
2024
Q1 | $3.75M | Buy |
78,983
+2,099
| +3% | +$99.5K | 0.03% | 623 |
|
|
2023
Q4 | $3.66M | Sell |
76,884
-2,801
| -4% | -$131K | 0.03% | 562 |
|
|
2023
Q3 | $3.7M | Sell |
79,685
-3,177
| -4% | -$148K | 0.04% | 478 |
|
|
2023
Q2 | $3.86M | Buy |
82,862
+17,808
| +27% | +$837K | 0.04% | 450 |
|
|
2023
Q1 | $3.07M | Sell |
65,054
-3,979
| -6% | -$186K | 0.03% | 501 |
|
|
2022
Q4 | $3.21M | Buy |
69,033
+11,536
| +20% | +$534K | 0.03% | 568 |
|
|
2022
Q3 | $2.65M | Buy |
57,497
+1,065
| +2% | +$50.3K | 0.03% | 569 |
|
|
2022
Q2 | $2.67M | Sell |
56,432
-9,810
| -15% | -$468K | 0.03% | 565 |
|
|
2022
Q1 | $3.21M | Buy |
66,242
+16,698
| +34% | +$825K | 0.03% | 513 |
|
|
2021
Q4 | $2.5M | Sell |
49,544
-10,280
| -17% | -$521K | 0.03% | 610 |
|
|
2021
Q3 | $3.06M | Buy |
59,824
+4,495
| +8% | +$230K | 0.03% | 554 |
|
|
2021
Q2 | $2.84M | Buy |
55,329
+687
| +1% | +$35.3K | 0.03% | 528 |
|
|
2021
Q1 | $2.8M | Sell |
54,642
-3,451
| -6% | -$178K | 0.04% | 493 |
|
|
2020
Q4 | $3M | Buy |
58,093
+13,097
| +29% | +$675K | 0.03% | 463 |
|
|
2020
Q3 | $2.3M | Buy |
+44,996
| New | +$2.32M | 0.04% | 396 |
|
Other funds holding ISTB
AA
ST
SSWG
TA