OBWG
Onyx Bridge Wealth Group’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 | $6.2M | Buy |
127,451
+122,433
| +2,440% | +$5.96M | 0.82% | 31 |
|
|
2025
Q1 | $243K | Sell |
5,018
-16,065
| -76% | -$777K | 0.03% | 241 |
|
|
2024
Q4 | $1.01M | Buy |
21,083
+8,661
| +70% | +$414K | 0.15% | 99 |
|
|
2024
Q3 | $605K | Buy |
12,422
+7,177
| +137% | +$349K | 0.09% | 142 |
|
|
2024
Q2 | $248K | Sell |
5,245
-390
| -7% | -$18.5K | 0.04% | 221 |
|
|
2024
Q1 | $264K | Sell |
5,635
-352
| -6% | -$16.5K | 0.05% | 202 |
|
|
2023
Q4 | $285K | Sell |
5,987
-84
| -1% | -$4K | 0.06% | 195 |
|
|
2023
Q3 | $282K | Sell |
6,071
-17,871
| -75% | -$829K | 0.07% | 183 |
|
|
2023
Q2 | $1.12M | Sell |
23,942
-205,028
| -90% | -$9.56M | 0.27% | 72 |
|
|
2023
Q1 | $10.8M | Sell |
228,970
-140,880
| -38% | -$6.64M | 4.31% | 4 |
|
|
2022
Q4 | $17.3M | Sell |
369,850
-42,012
| -10% | -$1.97M | 7.05% | 3 |
|
|
2022
Q3 | $18.9M | Sell |
411,862
-74,843
| -15% | -$3.44M | 8.63% | 2 |
|
|
2022
Q2 | $23.2M | Buy |
486,705
+54,537
| +13% | +$2.6M | 10.34% | 2 |
|
|
2022
Q1 | $20.7M | Buy |
432,168
+131,346
| +44% | +$6.3M | 7.86% | 4 |
|
|
2021
Q4 | $15.1M | Buy |
300,822
+41,478
| +16% | +$2.09M | 5.11% | 6 |
|
|
2021
Q3 | $13.2M | Buy |
259,344
+227,057
| +703% | +$11.5M | 4.95% | 6 |
|
|
2021
Q2 | $1.66M | Buy |
32,287
+17,872
| +124% | +$917K | 0.72% | 18 |
|
|
2021
Q1 | $739K | Sell |
14,415
-18,584
| -56% | -$953K | 0.37% | 32 |
|
|
2020
Q4 | $1.7M | Buy |
+32,999
| New | +$1.7M | 1.12% | 17 |
|