Prime Capital Investment Advisors’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 | $223K | Buy |
4,590
+199
| +5% | +$9.68K | ﹤0.01% | 864 |
|
|
2025
Q1 | $212K | Sell |
4,391
-100
| -2% | -$4.84K | ﹤0.01% | 961 |
|
|
2024
Q4 | $215K | Hold |
4,491
| – | – | ﹤0.01% | 838 |
|
|
2024
Q3 | $219K | Buy |
4,491
+91
| +2% | +$4.43K | ﹤0.01% | 833 |
|
|
2024
Q2 | $208K | Hold |
4,400
| – | – | ﹤0.01% | 846 |
|
|
2024
Q1 | $209K | Hold |
4,400
| – | – | ﹤0.01% | 912 |
|
|
2023
Q4 | $209K | Hold |
4,400
| – | – | ﹤0.01% | 867 |
|
|
2023
Q3 | $204K | Hold |
4,400
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $205K | Buy |
+4,400
| New | +$205K | ﹤0.01% | 703 |
|
|
2018
Q4 | – | Sell |
-6,945
| Closed | -$340K | – | 389 |
|
|
2018
Q3 | $340K | Buy |
6,945
+15
| +0.2% | +$734 | 0.11% | 107 |
|
|
2018
Q2 | $340K | Hold |
6,930
| – | – | 0.14% | 106 |
|
|
2018
Q1 | $342K | Buy |
+6,930
| New | +$342K | 0.24% | 77 |
|