Mutual Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Mutual Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	22,707 -3	-0%	-$146	0.03%	468
2025 Q1	$1.1M	Sell	22,710 -124	-0.5%	-$6K	0.03%	424
2024 Q4	$1.09M	Buy	22,834 +3	+0%	+$144	0.03%	449
2024 Q3	$1.1M	Sell	22,831 -24,920	-52%	-$1.2M	0.03%	451
2024 Q2	$2.28M	Buy	47,751 +23,704	+99%	+$1.13M	0.07%	249
2024 Q1	$1.14M	Sell	24,047 -2,307	-9%	-$109K	0.04%	438
2023 Q4	$1.25M	Buy	26,354 +50	+0.2%	+$2.38K	0.04%	394
2023 Q3	$1.22M	Sell	26,304 -173	-0.7%	-$8.02K	0.05%	367
2023 Q2	$1.23M	Sell	26,477 -46,577	-64%	-$2.17M	0.05%	375
2023 Q1	$3.44M	Sell	73,054 -33,125	-31%	-$1.56M	0.14%	152
2022 Q4	$4.93M	Buy	106,179 +29,489	+38%	+$1.37M	0.22%	97
2022 Q3	$3.54M	Sell	76,690 -54,974	-42%	-$2.53M	0.18%	116
2022 Q2	$6.24M	Sell	131,664 -5,645	-4%	-$268K	0.41%	49
2022 Q1	$6.65M	Buy	137,309 +20,496	+18%	+$993K	0.37%	52
2021 Q4	$5.89M	Sell	116,813 -52,815	-31%	-$2.66M	0.31%	69
2021 Q3	$8.66M	Sell	169,628 -65,046	-28%	-$3.32M	0.51%	30
2021 Q2	$12M	Sell	234,674 -8,750	-4%	-$449K	0.71%	16
2021 Q1	$12.5M	Buy	243,424 +108,074	+80%	+$5.54M	0.85%	11
2020 Q4	$6.99M	Buy	135,350 +13,445	+11%	+$694K	0.52%	33
2020 Q3	$6.28M	Buy	121,905 +16,628	+16%	+$857K	0.54%	32
2020 Q2	$5.42M	Buy	105,277 +11,179	+12%	+$575K	0.53%	32
2020 Q1	$4.75M	Buy	94,098 +36,767	+64%	+$1.86M	0.64%	28
2019 Q4	$2.89M	Buy	57,331 +51,398	+866%	+$2.59M	0.31%	77
2019 Q3	$300K	Sell	5,933 -848	-13%	-$42.9K	0.04%	419
2019 Q2	$342K	Buy	6,781 +1,860	+38%	+$93.8K	0.04%	421
2019 Q1	$245K	Buy	+4,921	New	+$245K	0.04%	401
2018 Q4	–	Sell	-6,783	Closed	-$332K	–	461
2018 Q3	$332K	Sell	6,783 -90	-1%	-$4.41K	0.05%	345
2018 Q2	$337K	Buy	6,873 +31	+0.5%	+$1.52K	0.08%	308
2018 Q1	$338K	Sell	6,842 -5,951	-47%	-$294K	0.09%	288
2017 Q4	$637K	Buy	+12,793	New	+$637K	0.24%	122