Lutz Financial Services’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 | $4.41M | Sell |
90,552
-468
| -0.5% | -$22.8K | 0.34% | 46 |
|
|
2025
Q1 | $4.4M | Buy |
91,020
+318
| +0.4% | +$15.4K | 0.36% | 46 |
|
|
2024
Q4 | $4.33M | Buy |
90,702
+210
| +0.2% | +$10K | 0.35% | 48 |
|
|
2024
Q3 | $4.41M | Buy |
90,492
+8,079
| +10% | +$393K | 0.36% | 48 |
|
|
2024
Q2 | $3.9M | Sell |
82,413
-1,188
| -1% | -$56.3K | 0.34% | 48 |
|
|
2024
Q1 | $3.97M | Sell |
83,601
-15,381
| -16% | -$730K | 0.35% | 47 |
|
|
2023
Q4 | $4.71M | Buy |
98,982
+4,674
| +5% | +$222K | 0.44% | 43 |
|
|
2023
Q3 | $4.37M | Buy |
94,308
+6,120
| +7% | +$284K | 0.48% | 41 |
|
|
2023
Q2 | $4.11M | Sell |
88,188
-6,212
| -7% | -$290K | 0.44% | 43 |
|
|
2023
Q1 | $4.45M | Buy |
94,400
+6,746
| +8% | +$318K | 0.51% | 41 |
|
|
2022
Q4 | $4.07M | Sell |
87,654
-64,014
| -42% | -$2.97M | 0.5% | 43 |
|
|
2022
Q3 | $6.99M | Buy |
151,668
+20,514
| +16% | +$946K | 0.96% | 29 |
|
|
2022
Q2 | $6.22M | Buy |
+131,154
| New | +$6.22M | 0.82% | 33 |
|