Samalin Investment Counsel’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Sell |
59,645
-2,983
| -5% | -$145K | 1.02% | 22 |
|
|
2025
Q4 | $3.05M | Buy |
62,628
+3,567
| +6% | +$174K | 1.08% | 17 |
|
|
2025
Q3 | $2.88M | Buy |
59,061
+3,822
| +7% | +$186K | 0.99% | 19 |
|
|
2025
Q2 | $2.69M | Buy |
55,239
+295
| +0.5% | +$14.2K | 1.03% | 17 |
|
|
2025
Q1 | $2.66M | Sell |
54,944
-1,380
| -2% | -$66.3K | 1.08% | 16 |
|
|
2024
Q4 | $2.69M | Buy |
56,324
+1,811
| +3% | +$86.9K | 1.15% | 17 |
|
|
2024
Q3 | $2.65M | Buy |
54,513
+1,374
| +3% | +$66.1K | 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% | -$145K | 1.16% | 14 |
|
|
2023
Q3 | $2.39M | Sell |
51,454
-19,190
| -27% | -$893K | 1.37% | 9 |
|
|
2023
Q2 | $3.29M | Buy |
70,644
+10,694
| +18% | +$503K | 1.78% | 7 |
|
|
2023
Q1 | $2.83M | Buy |
59,950
+9,545
| +19% | +$447K | 1.7% | 7 |
|
|
2022
Q4 | $2.34M | Buy |
50,405
+1,314
| +3% | +$60.8K | 1.48% | 9 |
|
|
2022
Q3 | $2.26M | Buy |
49,091
+3,848
| +9% | +$182K | 1.66% | 7 |
|
|
2022
Q2 | $2.14M | Sell |
45,243
-5,203
| -10% | -$248K | 1.51% | 7 |
|
|
2022
Q1 | $2.44M | Buy |
50,446
+1,357
| +3% | +$67K | 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% | +$317K | 1.54% | 10 |
|
|
2021
Q2 | $2.06M | Sell |
40,100
-5,019
| -11% | -$258K | 1.33% | 10 |
|
|
2021
Q1 | $2.31M | Buy |
45,119
+7,865
| +21% | +$405K | 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% | +$1M | 1.73% | 11 |
|
|
2020
Q1 | $629K | Buy |
12,473
+3,430
| +38% | +$173K | 0.84% | 31 |
|
|
2019
Q4 | $455K | Buy |
+9,043
| New | +$456K | 0.38% | 69 |
|
Other funds holding ISTB
AA
ST
SSWG
TA