RWA
Rooted Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
83,935
+5,579
| +7% | +$270K | 1.4% | 18 |
|
|
2025
Q1 | $3.79M | Buy |
78,356
+6,727
| +9% | +$325K | 1.63% | 17 |
|
|
2024
Q4 | $3.42M | Buy |
71,629
+15,972
| +29% | +$762K | 1.34% | 18 |
|
|
2024
Q3 | $2.68M | Sell |
55,657
-61,210
| -52% | -$2.95M | 1.2% | 19 |
|
|
2024
Q2 | $5.58M | Buy |
116,867
+19,726
| +20% | +$941K | 2.46% | 13 |
|
|
2024
Q1 | $4.58M | Buy |
97,141
+3,094
| +3% | +$146K | 2.26% | 13 |
|
|
2023
Q4 | $4.46M | Buy |
94,047
+11,898
| +14% | +$565K | 2.33% | 13 |
|
|
2023
Q3 | $3.84M | Buy |
82,149
+69,457
| +547% | +$3.25M | 2.36% | 13 |
|
|
2023
Q2 | $589K | Buy |
+12,692
| New | +$589K | 0.4% | 42 |
|