Rise 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 | $14.9K | Buy |
307
+3
| +1% | +$146 | 0.01% | 725 |
|
2025
Q1 | $14.7K | Buy |
304
+2
| +0.7% | +$97 | 0.01% | 699 |
|
2024
Q4 | $14.4K | Sell |
302
-111
| -27% | -$5.3K | 0.01% | 846 |
|
2024
Q3 | $20.1K | Sell |
413
-8,447
| -95% | -$412K | 0.01% | 686 |
|
2024
Q2 | $420K | Buy |
8,860
+83
| +0.9% | +$3.93K | 0.22% | 49 |
|
2024
Q1 | $416K | Sell |
8,777
-13
| -0.1% | -$617 | 0.22% | 46 |
|
2023
Q4 | $418K | Buy |
8,790
+97
| +1% | +$4.61K | 0.29% | 31 |
|
2023
Q3 | $403K | Sell |
8,693
-3,636
| -29% | -$169K | 0.32% | 28 |
|
2023
Q2 | $575K | Sell |
12,329
-14
| -0.1% | -$653 | 0.44% | 26 |
|
2023
Q1 | $582K | Sell |
12,343
-397
| -3% | -$18.7K | 0.44% | 24 |
|
2022
Q4 | $592K | Sell |
12,740
-898
| -7% | -$41.7K | 0.48% | 26 |
|
2022
Q3 | $629K | Buy |
13,638
+62
| +0.5% | +$2.86K | 0.52% | 27 |
|
2022
Q2 | $644K | Sell |
13,576
-49
| -0.4% | -$2.32K | 0.65% | 26 |
|
2022
Q1 | $660K | Sell |
13,625
-157
| -1% | -$7.61K | 0.59% | 27 |
|
2021
Q4 | $695K | Buy |
+13,782
| New | +$695K | 0.66% | 27 |
|