Peterson Wealth Services’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
Q1 | – | Sell |
-3,135
| Closed | -$150K | – | 218 |
|
|
2024
Q4 | $150K | Sell |
3,135
-167
| -5% | -$7.98K | 0.05% | 131 |
|
|
2024
Q3 | $161K | Buy |
+3,302
| New | +$161K | 0.05% | 134 |
|
|
2024
Q2 | – | Sell |
-4,528
| Closed | -$215K | – | 113 |
|
|
2024
Q1 | $215K | Sell |
4,528
-16
| -0.4% | -$759 | 0.08% | 110 |
|
|
2023
Q4 | $216K | Buy |
+4,544
| New | +$216K | 0.09% | 96 |
|
|
2023
Q3 | – | Sell |
-4,967
| Closed | -$232K | – | 79 |
|
|
2023
Q2 | $232K | Sell |
4,967
-460
| -8% | -$21.5K | 0.11% | 86 |
|
|
2023
Q1 | $256K | Sell |
5,427
-150
| -3% | -$7.07K | 0.13% | 84 |
|
|
2022
Q4 | $259K | Sell |
5,577
-3,509
| -39% | -$163K | 0.15% | 78 |
|
|
2022
Q3 | $419K | Sell |
9,086
-445
| -5% | -$20.5K | 0.3% | 67 |
|
|
2022
Q2 | $452K | Buy |
9,531
+2,000
| +27% | +$94.8K | 0.33% | 65 |
|
|
2022
Q1 | $365K | Buy |
7,531
+1,702
| +29% | +$82.5K | 0.22% | 70 |
|
|
2021
Q4 | $294K | Buy |
+5,829
| New | +$294K | 0.2% | 73 |
|