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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$739K	Sell	15,240 -3,736	-20%	-$182K	0.04%	188
2025 Q4	$925K	Sell	18,976 -7,088	-27%	-$346K	0.05%	180
2025 Q3	$1.27M	Sell	26,064 -4,069	-14%	-$198K	0.07%	155
2025 Q2	$1.47M	Sell	30,133 -17,136	-36%	-$827K	0.08%	143
2025 Q1	$2.29M	Sell	47,269 -165,528	-78%	-$7.95M	0.14%	103
2024 Q4	$10.2M	Buy	212,797 +12,775	+6%	+$613K	0.62%	38
2024 Q3	$9.74M	Buy	200,022 +7,287	+4%	+$351K	0.59%	40
2024 Q2	$9.13M	Buy	192,735 +5,443	+3%	+$257K	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%	+$263K	0.62%	34
2023 Q3	$7.98M	Buy	171,960 +9,185	+6%	+$428K	0.63%	34
2023 Q2	$7.59M	Buy	162,775 +12,022	+8%	+$565K	0.57%	37
2023 Q1	$7.11M	Buy	150,753 +45,937	+44%	+$2.15M	0.56%	39
2022 Q4	$4.87M	Sell	104,816 -6,002	-5%	-$278K	0.41%	52
2022 Q3	$5.11M	Buy	110,818 +3,597	+3%	+$170K	0.48%	47
2022 Q2	$5.08M	Buy	107,221 +7,224	+7%	+$345K	0.45%	46
2022 Q1	$4.85M	Buy	99,997 +15,782	+19%	+$780K	0.38%	56
2021 Q4	$4.25M	Buy	84,215 +10,556	+14%	+$535K	0.32%	67
2021 Q3	$3.76M	Buy	73,659 +8,455	+13%	+$433K	0.31%	67
2021 Q2	$3.34M	Buy	65,204 +10,805	+20%	+$555K	0.28%	75
2021 Q1	$2.79M	Buy	+54,399	New	+$2.8M	0.24%	90

Other funds holding ISTB