Modera Wealth Management’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
Q1 | – | Sell |
-4,754
| Closed | -$227K | – | 622 |
|
|
2024
Q4 | $227K | Sell |
4,754
-1,075
| -18% | -$51.4K | ﹤0.01% | 570 |
|
|
2024
Q3 | $284K | Sell |
5,829
-581
| -9% | -$28.3K | ﹤0.01% | 498 |
|
|
2024
Q2 | $304K | Buy |
6,410
+55
| +0.9% | +$2.61K | ﹤0.01% | 474 |
|
|
2024
Q1 | $301K | Sell |
6,355
-1,457
| -19% | -$69.1K | ﹤0.01% | 479 |
|
|
2023
Q4 | $372K | Buy |
7,812
+77
| +1% | +$3.66K | 0.01% | 426 |
|
|
2023
Q3 | $359K | Sell |
7,735
-9,057
| -54% | -$420K | 0.01% | 418 |
|
|
2023
Q2 | $783K | Buy |
+16,792
| New | +$783K | 0.01% | 315 |
|
|
2022
Q4 | – | Sell |
-8,557
| Closed | -$394K | – | 356 |
|
|
2022
Q3 | $394K | Sell |
8,557
-724
| -8% | -$33.3K | 0.02% | 211 |
|
|
2022
Q2 | $440K | Sell |
9,281
-1,116
| -11% | -$52.9K | 0.02% | 207 |
|
|
2022
Q1 | $504K | Hold |
10,397
| – | – | 0.02% | 209 |
|
|
2021
Q4 | $524K | Buy |
+10,397
| New | +$524K | 0.02% | 265 |
|