Oak Harbor Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Sell |
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|
2025
Q2 | $419K | Buy |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $628K | Buy |
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|
2021
Q4 | $640K | Buy |
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