MFA
McClarren Financial Advisors’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 | $3.01M | Sell |
61,790
-1,024
| -2% | -$49.8K | 1.96% | 14 |
|
|
2025
Q1 | $3.09M | Buy |
62,814
+4,459
| +8% | +$219K | 2.04% | 14 |
|
|
2024
Q4 | $2.79M | Buy |
58,355
+41,934
| +255% | +$2M | 7.82% | 2 |
|
|
2024
Q3 | $540 | Buy |
16,421
+16,137
| +5,682% | +$531 | 0.07% | 51 |
|
|
2024
Q2 | $35K | Sell |
284
-466
| -62% | -$57.4K | 0.02% | 167 |
|
|
2024
Q1 | $36K | Buy |
750
+5
| +0.7% | +$240 | 0.03% | 168 |
|
|
2023
Q4 | $35K | Buy |
745
+10
| +1% | +$470 | 0.03% | 188 |
|
|
2023
Q3 | $32K | Sell |
735
-666
| -48% | -$29K | 0.03% | 176 |
|
|
2023
Q2 | $65K | Sell |
1,401
-465
| -25% | -$21.6K | 0.05% | 132 |
|
|
2023
Q1 | $83K | Sell |
1,866
-1,656
| -47% | -$73.7K | 0.08% | 110 |
|
|
2022
Q4 | $163K | Sell |
3,522
-6,394
| -64% | -$296K | 0.15% | 76 |
|
|
2022
Q3 | $457K | Buy |
9,916
+3,380
| +52% | +$156K | 0.46% | 34 |
|
|
2022
Q2 | $309K | Sell |
6,536
-164,720
| -96% | -$7.79M | 0.99% | 22 |
|
|
2022
Q1 | $8.28M | Sell |
171,256
-6,472
| -4% | -$313K | 5.99% | 5 |
|
|
2021
Q4 | $8.96M | Sell |
177,728
-397,557
| -69% | -$20M | 6.11% | 5 |
|
|
2021
Q3 | $29.4M | Buy |
575,285
+47,079
| +9% | +$2.4M | 22.89% | 1 |
|
|
2021
Q2 | $27.1M | Buy |
528,206
+100,967
| +24% | +$5.17M | 21.94% | 1 |
|
|
2021
Q1 | $21.9M | Buy |
427,239
+25,789
| +6% | +$1.32M | 19.59% | 1 |
|
|
2020
Q4 | $20.7M | Buy |
+401,450
| New | +$20.7M | 19.92% | 1 |
|