Kopp Family Office’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 | $106K | Hold |
2,173
| – | – | 0.07% | 22 |
|
|
2025
Q1 | $105K | Hold |
2,173
| – | – | 0.07% | 23 |
|
|
2024
Q4 | $104K | Buy |
2,173
+158
| +8% | +$7.56K | 0.07% | 15 |
|
|
2024
Q3 | $98K | Hold |
2,015
| – | – | 0.06% | 17 |
|
|
2024
Q2 | $95K | Hold |
2,015
| – | – | 0.06% | 16 |
|
|
2024
Q1 | $96K | Hold |
2,015
| – | – | 0.05% | 16 |
|
|
2023
Q4 | $96K | Sell |
2,015
-55
| -3% | -$2.62K | 0.06% | 15 |
|
|
2023
Q3 | $96K | Hold |
2,070
| – | – | 0.06% | 14 |
|
|
2023
Q2 | $97K | Hold |
2,070
| – | – | 0.05% | 16 |
|
|
2023
Q1 | $98K | Hold |
2,070
| – | – | 0.05% | 16 |
|
|
2022
Q4 | $96K | Sell |
2,070
-158
| -7% | -$7.33K | 0.06% | 17 |
|
|
2022
Q3 | $103K | Hold |
2,228
| – | – | 0.08% | 9 |
|
|
2022
Q2 | $106K | Hold |
2,228
| – | – | 0.07% | 9 |
|
|
2022
Q1 | $108K | Hold |
2,228
| – | – | 0.06% | 9 |
|
|
2021
Q4 | $112K | Buy |
2,228
+178
| +9% | +$8.95K | 0.05% | 9 |
|
|
2021
Q3 | $105K | Hold |
2,050
| – | – | 0.04% | 10 |
|
|
2021
Q2 | $105K | Hold |
2,050
| – | – | 0.04% | 9 |
|
|
2021
Q1 | $105K | Hold |
2,050
| – | – | 0.05% | 8 |
|
|
2020
Q4 | $106K | Hold |
2,050
| – | – | 0.04% | 7 |
|
|
2020
Q3 | $106K | Buy |
+2,050
| New | +$106K | 0.06% | 6 |
|