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

OneDigital Investment 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	$2.82M	Sell	58,007 -3,934	-6%	-$191K	0.03%	338
2025 Q1	$2.99M	Sell	61,941 -7,334	-11%	-$355K	0.04%	312
2024 Q4	$3.31M	Buy	69,275 +1,582	+2%	+$75.6K	0.04%	314
2024 Q3	$3.3M	Sell	67,693 -3,331	-5%	-$162K	0.04%	321
2024 Q2	$3.36M	Buy	71,024 +7,109	+11%	+$337K	0.04%	299
2024 Q1	$3.03M	Buy	63,915 +1,922	+3%	+$91.2K	0.05%	260
2023 Q4	$2.95M	Buy	61,993 +6,111	+11%	+$291K	0.05%	247
2023 Q3	$2.59M	Buy	55,882 +3,290	+6%	+$153K	0.06%	230
2023 Q2	$2.45M	Sell	52,592 -8,673	-14%	-$405K	0.05%	241
2023 Q1	$2.89M	Buy	61,265 +42,079	+219%	+$1.98M	0.07%	214
2022 Q4	$891K	Sell	19,186 -1,231	-6%	-$57.2K	0.03%	377
2022 Q3	$941K	Sell	20,417 -5	-0%	-$230	0.03%	310
2022 Q2	$968K	Sell	20,422 -1,035	-5%	-$49.1K	0.04%	267
2022 Q1	$1.04M	Sell	21,457 -4,402	-17%	-$213K	0.04%	264
2021 Q4	$1.3M	Buy	25,859 +55	+0.2%	+$2.77K	0.05%	228
2021 Q3	$1.32M	Buy	25,804 +3,800	+17%	+$194K	0.05%	215
2021 Q2	$1.13M	Buy	22,004 +805	+4%	+$41.3K	0.05%	233
2021 Q1	$1.09M	Sell	21,199 -1,329	-6%	-$68.1K	0.05%	227
2020 Q4	$1.16M	Buy	22,528 +4,267	+23%	+$220K	0.06%	210
2020 Q3	$941K	Hold	18,261	–	–	0.07%	204
2020 Q2	$940K	Sell	18,261 -524	-3%	-$27K	0.07%	211
2020 Q1	$949K	Sell	18,785 -14,373	-43%	-$726K	0.08%	201
2019 Q4	$1.67M	Buy	33,158 +2,587	+8%	+$130K	0.13%	143
2019 Q3	$1.54M	Buy	+30,571	New	+$1.54M	0.14%	132
2019 Q1	–	Sell	-210	Closed	-$10K	–	1153
2018 Q4	$10K	Sell	210 -1,000	-83%	-$47.6K	﹤0.01%	850
2018 Q3	$59K	Buy	1,210 +210	+21%	+$10.2K	0.01%	378
2018 Q2	$49K	Hold	1,000	–	–	0.01%	512
2018 Q1	$49K	Hold	1,000	–	–	0.01%	525
2017 Q4	$50K	Buy	+1,000	New	+$50K	0.01%	511
2017 Q3	–	Sell	-1,000	Closed	-$50K	–	1101
2017 Q2	$50K	Buy	+1,000	New	+$50K	0.01%	475