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Legacy Capital Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Legacy Capital Wealth Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$430K Hold
8,867
– – 0.09% 230
2025
Q4 		$432K Hold
8,867
– – 0.09% 228
2025
Q3 		$433K Hold
8,867
– – 0.09% 231
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% -$12K 0.1% 206
2024
Q3 		$444K Hold
9,117
– – 0.09% 213
2024
Q2 		$432K Buy
+9,117
New +$430K 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 +$424K 0.12% 166
2023
Q2 		– Sell
-9,117
Closed -$430K – 132
2023
Q1 		$430K Buy
+9,117
New +$427K 0.12% 151

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