Northwestern Mutual 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
Q2 | $740K | Buy |
15,218
+4,193
| +38% | +$204K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $533K | Sell |
11,025
-368
| -3% | -$17.8K | ﹤0.01% | 1308 |
|
|
2024
Q4 | $544K | Sell |
11,393
-2,102
| -16% | -$100K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $657K | Buy |
13,495
+1,307
| +11% | +$63.6K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $577K | Sell |
12,188
-3,969
| -25% | -$188K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $766K | Sell |
16,157
-27,470
| -63% | -$1.3M | ﹤0.01% | 1094 |
|
|
2023
Q4 | $2.07M | Buy |
43,627
+461
| +1% | +$21.9K | ﹤0.01% | 755 |
|
|
2023
Q3 | $2M | Sell |
43,166
-383
| -0.9% | -$17.8K | ﹤0.01% | 719 |
|
|
2023
Q2 | $2.03M | Sell |
43,549
-1,904
| -4% | -$88.8K | ﹤0.01% | 706 |
|
|
2023
Q1 | $2.14M | Buy |
45,453
+4,213
| +10% | +$199K | ﹤0.01% | 665 |
|
|
2022
Q4 | $1.92M | Sell |
41,240
-4,945
| -11% | -$230K | ﹤0.01% | 674 |
|
|
2022
Q3 | $2.13M | Sell |
46,185
-8,279
| -15% | -$382K | ﹤0.01% | 612 |
|
|
2022
Q2 | $2.58M | Sell |
54,464
-4,611
| -8% | -$219K | ﹤0.01% | 562 |
|
|
2022
Q1 | $2.86M | Sell |
59,075
-43,283
| -42% | -$2.1M | ﹤0.01% | 555 |
|
|
2021
Q4 | $5.16M | Sell |
102,358
-7,732
| -7% | -$390K | 0.01% | 409 |
|
|
2021
Q3 | $5.62M | Buy |
110,090
+22,839
| +26% | +$1.17M | 0.01% | 364 |
|
|
2021
Q2 | $4.48M | Buy |
87,251
+16,601
| +23% | +$851K | 0.01% | 394 |
|
|
2021
Q1 | $3.62M | Buy |
70,650
+28,731
| +69% | +$1.47M | 0.01% | 400 |
|
|
2020
Q4 | $2.16M | Buy |
41,919
+8,281
| +25% | +$427K | 0.01% | 458 |
|
|
2020
Q3 | $1.73M | Buy |
33,638
+30,478
| +964% | +$1.57M | ﹤0.01% | 454 |
|
|
2020
Q2 | $163K | Buy |
3,160
+2,184
| +224% | +$113K | ﹤0.01% | 1042 |
|
|
2020
Q1 | $49K | Buy |
976
+867
| +795% | +$43.5K | ﹤0.01% | 1392 |
|
|
2019
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 2070 |
|
|
2019
Q3 | $6K | Buy |
109
+37
| +51% | +$2.04K | ﹤0.01% | 2048 |
|
|
2019
Q2 | $4K | Sell |
72
-319
| -82% | -$17.7K | ﹤0.01% | 2170 |
|
|
2019
Q1 | $19K | Sell |
391
-477
| -55% | -$23.2K | ﹤0.01% | 1740 |
|
|
2018
Q4 | $43K | Buy |
868
+773
| +814% | +$38.3K | ﹤0.01% | 1310 |
|
|
2018
Q3 | $5K | Sell |
95
-403
| -81% | -$21.2K | ﹤0.01% | 2103 |
|
|
2018
Q2 | $24K | Buy |
+498
| New | +$24K | ﹤0.01% | 1525 |
|
|
2018
Q1 | – | Sell |
-498
| Closed | -$25K | – | 2313 |
|
|
2017
Q4 | $25K | Buy |
+498
| New | +$25K | ﹤0.01% | 1430 |
|