MFC
Morris Financial Concepts’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 | $8.13M | Sell |
167,204
-3,710
| -2% | -$180K | 3.23% | 6 |
|
|
2025
Q1 | $8.26M | Buy |
170,914
+2,004
| +1% | +$96.9K | 3.47% | 6 |
|
|
2024
Q4 | $8.07M | Buy |
168,910
+1,156
| +0.7% | +$55.2K | 3.46% | 5 |
|
|
2024
Q3 | $8.17M | Buy |
167,754
+218
| +0.1% | +$10.6K | 3.51% | 5 |
|
|
2024
Q2 | $7.94M | Buy |
167,536
+19,879
| +13% | +$942K | 3.8% | 5 |
|
|
2024
Q1 | $7M | Buy |
147,657
+1,363
| +0.9% | +$64.7K | 3.58% | 6 |
|
|
2023
Q4 | $6.96M | Buy |
146,294
+16,374
| +13% | +$779K | 3.97% | 6 |
|
|
2023
Q3 | $6.03M | Sell |
129,920
-6,184
| -5% | -$287K | 4% | 6 |
|
|
2023
Q2 | $6.35M | Buy |
136,104
+29,473
| +28% | +$1.37M | 4.1% | 6 |
|
|
2023
Q1 | $5.03M | Buy |
106,631
+88,711
| +495% | +$4.18M | 3.54% | 7 |
|
|
2022
Q4 | $832K | Buy |
17,920
+13,701
| +325% | +$636K | 0.67% | 32 |
|
|
2022
Q3 | $194K | Buy |
4,219
+4,055
| +2,473% | +$186K | 0.2% | 65 |
|
|
2022
Q2 | $8K | Buy |
+164
| New | +$8K | 0.01% | 103 |
|