Kovitz Investment Group Partners’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 | $203K | Sell |
4,176
-2,584
| -38% | -$126K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $327K | Sell |
6,760
-398
| -6% | -$19.2K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $342K | Sell |
7,158
-1,923
| -21% | -$91.9K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $442K | Sell |
9,081
-15,523
| -63% | -$756K | ﹤0.01% | 773 |
|
|
2024
Q2 | $1.17M | Sell |
24,604
-36,187
| -60% | -$1.71M | 0.01% | 505 |
|
|
2024
Q1 | $2.88M | Sell |
60,791
-36,076
| -37% | -$1.71M | 0.04% | 260 |
|
|
2023
Q4 | $4.61M | Sell |
96,867
-100,942
| -51% | -$4.8M | 0.08% | 163 |
|
|
2023
Q3 | $9.17M | Sell |
197,809
-196,390
| -50% | -$9.11M | 0.16% | 70 |
|
|
2023
Q2 | $18.4M | Sell |
394,199
-335,173
| -46% | -$15.6M | 0.27% | 46 |
|
|
2023
Q1 | $34.4M | Buy |
+729,372
| New | +$34.4M | 0.6% | 39 |
|