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