Key Financial Inc’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 | $212K | Hold |
4,351
| – | – | 0.04% | 268 |
|
|
2025
Q1 | $210K | Hold |
4,351
| – | – | 0.05% | 259 |
|
|
2024
Q4 | $208K | Hold |
4,351
| – | – | 0.05% | 252 |
|
|
2024
Q3 | $212K | Hold |
4,351
| – | – | 0.05% | 244 |
|
|
2024
Q2 | $206K | Buy |
4,351
+318
| +8% | +$15.1K | 0.05% | 241 |
|
|
2024
Q1 | $191K | Sell |
4,033
-1,812
| -31% | -$86K | 0.05% | 234 |
|
|
2023
Q4 | $278K | Buy |
5,845
+2,596
| +80% | +$123K | 0.08% | 186 |
|
|
2023
Q3 | $151K | Hold |
3,249
| – | – | 0.05% | 236 |
|
|
2023
Q2 | $152K | Hold |
3,249
| – | – | 0.05% | 239 |
|
|
2023
Q1 | $153K | Buy |
+3,249
| New | +$153K | 0.06% | 233 |
|