Lutz Financial Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.48M | Buy |
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|
2025
Q2 | $4.41M | Sell |
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|
2025
Q1 | $4.4M | Buy |
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|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $4.41M | Buy |
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|
2024
Q2 | $3.9M | Sell |
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|
2024
Q1 | $3.97M | Sell |
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|
2023
Q4 | $4.71M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $4.45M | Buy |
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|
2022
Q4 | $4.07M | Sell |
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|
2022
Q3 | $6.99M | Buy |
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|
2022
Q2 | $6.22M | Buy |
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