Rice Partnership’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 | $185K | Buy |
+3,812
| New | +$185K | 0.03% | 112 |
|
|
2025
Q1 | – | Sell |
-3,592
| Closed | -$172K | – | 171 |
|
|
2024
Q4 | $172K | Buy |
3,592
+157
| +5% | +$7.5K | 0.03% | 109 |
|
|
2024
Q3 | $167K | Sell |
3,435
-63
| -2% | -$3.07K | 0.03% | 107 |
|
|
2024
Q2 | $166K | Buy |
+3,498
| New | +$166K | 0.04% | 102 |
|
|
2022
Q2 | – | Sell |
-4,436
| Closed | -$215K | – | 127 |
|
|
2022
Q1 | $215K | Buy |
4,436
+236
| +6% | +$11.4K | 0.06% | 94 |
|
|
2021
Q4 | $212K | Sell |
4,200
-185
| -4% | -$9.34K | 0.06% | 91 |
|
|
2021
Q3 | $224K | Buy |
4,385
+449
| +11% | +$22.9K | 0.07% | 89 |
|
|
2021
Q2 | $202K | Buy |
+3,936
| New | +$202K | 0.06% | 93 |
|