McKinley Carter Wealth 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 | $1.47M | Sell |
30,133
-17,136
| -36% | -$834K | 0.08% | 142 |
|
|
2025
Q1 | $2.29M | Sell |
47,269
-165,528
| -78% | -$8M | 0.14% | 103 |
|
|
2024
Q4 | $10.2M | Buy |
212,797
+12,775
| +6% | +$610K | 0.62% | 38 |
|
|
2024
Q3 | $9.74M | Buy |
200,022
+7,287
| +4% | +$355K | 0.59% | 40 |
|
|
2024
Q2 | $9.13M | Buy |
192,735
+5,443
| +3% | +$258K | 0.58% | 41 |
|
|
2024
Q1 | $8.89M | Buy |
187,292
+9,699
| +5% | +$460K | 0.59% | 39 |
|
|
2023
Q4 | $8.45M | Buy |
177,593
+5,633
| +3% | +$268K | 0.62% | 34 |
|
|
2023
Q3 | $7.98M | Buy |
171,960
+9,185
| +6% | +$426K | 0.63% | 34 |
|
|
2023
Q2 | $7.59M | Buy |
162,775
+12,022
| +8% | +$561K | 0.57% | 37 |
|
|
2023
Q1 | $7.11M | Buy |
150,753
+45,937
| +44% | +$2.17M | 0.56% | 39 |
|
|
2022
Q4 | $4.87M | Sell |
104,816
-6,002
| -5% | -$279K | 0.41% | 52 |
|
|
2022
Q3 | $5.11M | Buy |
110,818
+3,597
| +3% | +$166K | 0.48% | 47 |
|
|
2022
Q2 | $5.08M | Buy |
107,221
+7,224
| +7% | +$342K | 0.45% | 46 |
|
|
2022
Q1 | $4.85M | Buy |
99,997
+15,782
| +19% | +$765K | 0.38% | 56 |
|
|
2021
Q4 | $4.25M | Buy |
84,215
+10,556
| +14% | +$532K | 0.32% | 67 |
|
|
2021
Q3 | $3.76M | Buy |
73,659
+8,455
| +13% | +$432K | 0.31% | 67 |
|
|
2021
Q2 | $3.34M | Buy |
65,204
+10,805
| +20% | +$554K | 0.28% | 75 |
|
|
2021
Q1 | $2.79M | Buy |
+54,399
| New | +$2.79M | 0.24% | 90 |
|