LWM
LJI Wealth Management’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 | $1.09M | Sell |
22,343
-21,330
| -49% | -$1.04M | 0.19% | 54 |
|
|
2025
Q1 | $2.11M | Sell |
43,673
-2,436
| -5% | -$118K | 0.42% | 31 |
|
|
2024
Q4 | $2.2M | Sell |
46,109
-23,278
| -34% | -$1.11M | 0.43% | 31 |
|
|
2024
Q3 | $3.38M | Sell |
69,387
-1,329
| -2% | -$64.7K | 0.69% | 21 |
|
|
2024
Q2 | $3.35M | Sell |
70,716
-5,204
| -7% | -$247K | 0.74% | 21 |
|
|
2024
Q1 | $3.6M | Sell |
75,920
-843
| -1% | -$40K | 0.93% | 19 |
|
|
2023
Q4 | $3.65M | Sell |
76,763
-3,517
| -4% | -$167K | 0.95% | 19 |
|
|
2023
Q3 | $3.72M | Sell |
80,280
-2,410
| -3% | -$112K | 1.07% | 16 |
|
|
2023
Q2 | $3.86M | Sell |
82,690
-289
| -0.3% | -$13.5K | 1.12% | 16 |
|
|
2023
Q1 | $3.91M | Sell |
82,979
-9,287
| -10% | -$438K | 1.24% | 16 |
|
|
2022
Q4 | $4.28M | Buy |
+92,266
| New | +$4.28M | 1.5% | 15 |
|