KPWG
KFA Private Wealth Group’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 | $7.25M | Buy |
148,933
+8,460
| +6% | +$412K | 2.25% | 14 |
|
|
2025
Q1 | $6.79M | Buy |
140,473
+3,818
| +3% | +$185K | 2.38% | 12 |
|
|
2024
Q4 | $6.53M | Buy |
136,655
+22,838
| +20% | +$1.09M | 2.73% | 10 |
|
|
2024
Q3 | $5.54M | Buy |
113,817
+63,130
| +125% | +$3.07M | 2.64% | 10 |
|
|
2024
Q2 | $2.4M | Buy |
50,687
+41,293
| +440% | +$1.96M | 1.24% | 20 |
|
|
2024
Q1 | $446K | Buy |
+9,394
| New | +$446K | 0.14% | 67 |
|