Legacy Capital Wealth 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 | $431K | Hold |
8,867
| – | – | 0.1% | 224 |
|
|
2025
Q1 | $429K | Hold |
8,867
| – | – | 0.11% | 215 |
|
|
2024
Q4 | $424K | Sell |
8,867
-250
| -3% | -$11.9K | 0.1% | 206 |
|
|
2024
Q3 | $444K | Hold |
9,117
| – | – | 0.09% | 213 |
|
|
2024
Q2 | $432K | Buy |
+9,117
| New | +$432K | 0.11% | 177 |
|
|
2024
Q1 | – | Sell |
-9,117
| Closed | -$434K | – | 223 |
|
|
2023
Q4 | $434K | Hold |
9,117
| – | – | 0.12% | 168 |
|
|
2023
Q3 | $423K | Buy |
+9,117
| New | +$423K | 0.12% | 166 |
|
|
2023
Q2 | – | Sell |
-9,117
| Closed | -$430K | – | 131 |
|
|
2023
Q1 | $430K | Buy |
+9,117
| New | +$430K | 0.12% | 151 |
|