Luts & Greenleigh 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 | $1.26M | Sell |
25,837
-57
| -0.2% | -$2.77K | 1.21% | 19 |
|
|
2025
Q1 | $1.25M | Hold |
25,894
| – | – | 1.24% | 18 |
|
|
2024
Q4 | $1.24M | Sell |
25,894
-13
| -0.1% | -$621 | 1.22% | 17 |
|
|
2024
Q3 | $1.26M | Buy |
25,907
+291
| +1% | +$14.2K | 1.21% | 16 |
|
|
2024
Q2 | $1.21M | Buy |
+25,616
| New | +$1.21M | 1.26% | 17 |
|
|
2023
Q4 | $1.05M | Sell |
22,125
-11,597
| -34% | -$552K | 1.33% | 14 |
|
|
2023
Q3 | $1.56M | Sell |
33,722
-268
| -0.8% | -$12.4K | 1.94% | 6 |
|
|
2023
Q2 | $1.59M | Sell |
33,990
-13,165
| -28% | -$614K | 1.96% | 7 |
|
|
2023
Q1 | $2.22M | Sell |
47,155
-20
| -0% | -$943 | 2.82% | 5 |
|
|
2022
Q4 | $2.19M | Buy |
+47,175
| New | +$2.19M | 2.78% | 5 |
|