MW
MBL Wealth’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 | $34.6M | Sell |
710,403
-5,556
| -0.8% | -$270K | 3.3% | 6 |
|
|
2025
Q1 | $34.6M | Buy |
715,959
+3,611
| +0.5% | +$175K | 3.5% | 6 |
|
|
2024
Q4 | $34M | Buy |
712,348
+27,767
| +4% | +$1.33M | 3.41% | 5 |
|
|
2024
Q3 | $33.3M | Buy |
684,581
+6,559
| +1% | +$319K | 3.58% | 6 |
|
|
2024
Q2 | $32.1M | Buy |
678,022
+16,989
| +3% | +$805K | 3.59% | 5 |
|
|
2024
Q1 | $31.4M | Buy |
661,033
+32,811
| +5% | +$1.56M | 3.56% | 5 |
|
|
2023
Q4 | $29.9M | Sell |
628,222
-15,150
| -2% | -$721K | 3.74% | 6 |
|
|
2023
Q3 | $29.8M | Buy |
643,372
+18,086
| +3% | +$839K | 4.2% | 5 |
|
|
2023
Q2 | $29.2M | Buy |
625,286
+45,725
| +8% | +$2.13M | 4.11% | 4 |
|
|
2023
Q1 | $27.3M | Buy |
579,561
+83,325
| +17% | +$3.93M | 4.27% | 4 |
|
|
2022
Q4 | $23M | Buy |
496,236
+242,594
| +96% | +$11.3M | 4.41% | 4 |
|
|
2022
Q3 | $11.7M | Buy |
253,642
+98,265
| +63% | +$4.53M | 2.52% | 10 |
|
|
2022
Q2 | $7.37M | Buy |
155,377
+47,095
| +43% | +$2.23M | 1.84% | 15 |
|
|
2022
Q1 | $5.25M | Buy |
+108,282
| New | +$5.25M | 1.28% | 22 |
|
|
2021
Q3 | $9.13M | Buy |
+178,683
| New | +$9.13M | 3.16% | 7 |
|
|
2021
Q1 | $11.1M | Buy |
217,166
+5,346
| +3% | +$274K | 3.89% | 5 |
|
|
2020
Q4 | $10.9M | Buy |
+211,820
| New | +$10.9M | 4.33% | 4 |
|