Larson Financial Group’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 | $730 | Buy |
+15
| New | +$730 | ﹤0.01% | 2726 |
|
|
2024
Q4 | – | Sell |
-1,012
| Closed | -$49.3K | – | 2817 |
|
|
2024
Q3 | $49.3K | Hold |
1,012
| – | – | ﹤0.01% | 908 |
|
|
2024
Q2 | $47.9K | Buy |
1,012
+804
| +387% | +$38.1K | ﹤0.01% | 821 |
|
|
2024
Q1 | $9.89K | Buy |
208
+1
| +0.5% | +$48 | ﹤0.01% | 1044 |
|
|
2023
Q4 | $9.85K | Buy |
207
+2
| +1% | +$95 | ﹤0.01% | 1019 |
|
|
2023
Q3 | $9.5K | Buy |
205
+2
| +1% | +$93 | ﹤0.01% | 1009 |
|
|
2023
Q2 | $9.48K | Buy |
203
+1
| +0.5% | +$47 | ﹤0.01% | 948 |
|
|
2023
Q1 | $9.52K | Buy |
202
+1
| +0.5% | +$47 | ﹤0.01% | 934 |
|
|
2022
Q4 | $9.33K | Sell |
201
-42
| -17% | -$1.95K | ﹤0.01% | 880 |
|
|
2022
Q3 | $11K | Buy |
243
+1
| +0.4% | +$45 | ﹤0.01% | 774 |
|
|
2022
Q2 | $11K | Buy |
242
+44
| +22% | +$2K | ﹤0.01% | 692 |
|
|
2022
Q1 | $10K | Buy |
198
+1
| +0.5% | +$51 | ﹤0.01% | 659 |
|
|
2021
Q4 | $10K | Buy |
197
+1
| +0.5% | +$51 | ﹤0.01% | 687 |
|
|
2021
Q3 | $10K | Buy |
196
+1
| +0.5% | +$51 | ﹤0.01% | 593 |
|
|
2021
Q2 | $10K | Buy |
195
+1
| +0.5% | +$51 | ﹤0.01% | 558 |
|
|
2021
Q1 | $10K | Sell |
194
-1,082
| -85% | -$55.8K | ﹤0.01% | 546 |
|
|
2020
Q4 | $66K | Sell |
1,276
-29
| -2% | -$1.5K | 0.02% | 179 |
|
|
2020
Q3 | $67K | Buy |
1,305
+792
| +154% | +$40.7K | 0.03% | 162 |
|
|
2020
Q2 | $26K | Buy |
513
+42
| +9% | +$2.13K | 0.01% | 258 |
|
|
2020
Q1 | $24K | Buy |
471
+62
| +15% | +$3.16K | 0.02% | 211 |
|
|
2019
Q4 | $21K | Hold |
409
| – | – | 0.01% | 219 |
|
|
2019
Q3 | $21K | Buy |
409
+121
| +42% | +$6.21K | 0.01% | 212 |
|
|
2019
Q2 | $15K | Buy |
288
+25
| +10% | +$1.3K | 0.01% | 210 |
|
|
2019
Q1 | $13K | Sell |
263
-243
| -48% | -$12K | 0.01% | 212 |
|
|
2018
Q4 | $25K | Buy |
+506
| New | +$25K | 0.02% | 144 |
|