Samalin Investment Counsel’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 | $2.69M | Buy |
55,239
+295
| +0.5% | +$14.4K | 1.03% | 17 |
|
|
2025
Q1 | $2.66M | Sell |
54,944
-1,380
| -2% | -$66.7K | 1.08% | 16 |
|
|
2024
Q4 | $2.69M | Buy |
56,324
+1,811
| +3% | +$86.5K | 1.15% | 17 |
|
|
2024
Q3 | $2.65M | Buy |
54,513
+1,374
| +3% | +$66.9K | 1.15% | 16 |
|
|
2024
Q2 | $2.52M | Buy |
53,139
+2,517
| +5% | +$119K | 1.18% | 15 |
|
|
2024
Q1 | $2.4M | Buy |
50,622
+2,273
| +5% | +$108K | 1.14% | 17 |
|
|
2023
Q4 | $2.3M | Sell |
48,349
-3,105
| -6% | -$148K | 1.16% | 14 |
|
|
2023
Q3 | $2.39M | Sell |
51,454
-19,190
| -27% | -$890K | 1.37% | 9 |
|
|
2023
Q2 | $3.29M | Buy |
70,644
+10,694
| +18% | +$499K | 1.78% | 7 |
|
|
2023
Q1 | $2.83M | Buy |
59,950
+9,545
| +19% | +$450K | 1.7% | 7 |
|
|
2022
Q4 | $2.34M | Buy |
50,405
+1,314
| +3% | +$61K | 1.48% | 9 |
|
|
2022
Q3 | $2.26M | Buy |
49,091
+3,848
| +9% | +$177K | 1.66% | 7 |
|
|
2022
Q2 | $2.14M | Sell |
45,243
-5,203
| -10% | -$247K | 1.51% | 7 |
|
|
2022
Q1 | $2.45M | Buy |
50,446
+1,357
| +3% | +$65.8K | 1.48% | 9 |
|
|
2021
Q4 | $2.48M | Buy |
49,089
+2,810
| +6% | +$142K | 1.49% | 9 |
|
|
2021
Q3 | $2.36M | Buy |
46,279
+6,179
| +15% | +$315K | 1.54% | 10 |
|
|
2021
Q2 | $2.06M | Sell |
40,100
-5,019
| -11% | -$257K | 1.33% | 10 |
|
|
2021
Q1 | $2.31M | Buy |
45,119
+7,865
| +21% | +$403K | 1.55% | 9 |
|
|
2020
Q4 | $1.92M | Buy |
37,254
+3,760
| +11% | +$194K | 1.44% | 11 |
|
|
2020
Q3 | $1.73M | Buy |
33,494
+1,371
| +4% | +$70.7K | 1.54% | 11 |
|
|
2020
Q2 | $1.65M | Buy |
32,123
+19,650
| +158% | +$1.01M | 1.73% | 11 |
|
|
2020
Q1 | $629K | Buy |
12,473
+3,430
| +38% | +$173K | 0.84% | 31 |
|
|
2019
Q4 | $455K | Buy |
+9,043
| New | +$455K | 0.38% | 69 |
|