KMG Fiduciary Partners’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 | $1.58M | Buy |
32,424
+23
| +0.1% | +$1.12K | 0.12% | 156 |
|
|
2025
Q1 | $1.57M | Buy |
32,401
+15
| +0% | +$725 | 0.13% | 152 |
|
|
2024
Q4 | $1.55M | Sell |
32,386
-2,274
| -7% | -$109K | 0.13% | 149 |
|
|
2024
Q3 | $1.69M | Buy |
34,660
+33
| +0.1% | +$1.61K | 0.15% | 136 |
|
|
2024
Q2 | $1.64M | Buy |
34,627
+19
| +0.1% | +$900 | 0.16% | 111 |
|
|
2024
Q1 | $1.64M | Buy |
34,608
+143
| +0.4% | +$6.78K | 0.17% | 110 |
|
|
2023
Q4 | $1.64M | Sell |
34,465
-594
| -2% | -$28.3K | 0.19% | 110 |
|
|
2023
Q3 | $1.63M | Buy |
35,059
+1,474
| +4% | +$68.4K | 0.21% | 110 |
|
|
2023
Q2 | $1.57M | Buy |
33,585
+2,430
| +8% | +$113K | 0.2% | 115 |
|
|
2023
Q1 | $1.47M | Sell |
31,155
-615
| -2% | -$29K | 0.21% | 117 |
|
|
2022
Q4 | $1.48M | Buy |
+31,770
| New | +$1.48M | 0.24% | 103 |
|