LWA
Lineweaver Wealth Advisors’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 | $12.1M | Buy |
249,026
+47,426
| +24% | +$2.31M | 1.91% | 12 |
|
|
2025
Q1 | $9.75M | Sell |
201,600
-5,119
| -2% | -$248K | 1.66% | 14 |
|
|
2024
Q4 | $9.88M | Sell |
206,719
-52,644
| -20% | -$2.52M | 1.83% | 14 |
|
|
2024
Q3 | $12.6M | Buy |
259,363
+18,561
| +8% | +$904K | 2.4% | 9 |
|
|
2024
Q2 | $11.4M | Buy |
240,802
+157,489
| +189% | +$7.46M | 2.36% | 10 |
|
|
2024
Q1 | $3.95M | Buy |
83,313
+3,706
| +5% | +$176K | 0.94% | 23 |
|
|
2023
Q4 | $3.79M | Buy |
+79,607
| New | +$3.79M | 0.98% | 20 |
|