Rooted Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rooted Wealth Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.06M	Buy
2025 Q1	$3.79M	Buy
2024 Q4	$3.42M	Buy
2024 Q3	$2.68M	Sell
2024 Q2	$5.58M	Buy
2024 Q1	$4.58M	Buy
2023 Q4	$4.46M	Buy
2023 Q3	$3.84M	Buy
2023 Q2	$589K	Buy