KFI
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Key Financial Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Key Financial Inc’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,369
Closed -$213K – 1434
2025
Q4 		$213K Buy
4,369
+18
+0.4% +$878 0.04% 277
2025
Q3 		$212K Hold
4,351
– – 0.04% 279
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% +$15K 0.05% 241
2024
Q1 		$191K Sell
4,033
-1,812
-31% -$85.9K 0.05% 234
2023
Q4 		$278K Buy
5,845
+2,596
+80% +$121K 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 +$152K 0.06% 233

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