Savant Capital’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
2025 Q4	–	Sell	-4,227	Closed	-$206K	–	1402
2025 Q3	$206K	Sell	4,227 -673	-14%	-$32.7K	﹤0.01%	1236
2025 Q2	$238K	Buy	4,900 +651	+15%	+$31.4K	﹤0.01%	1073
2025 Q1	$205K	Sell	4,249 -157	-4%	-$7.54K	﹤0.01%	998
2024 Q4	$210K	Sell	4,406 -2,828	-39%	-$136K	﹤0.01%	1297
2024 Q3	$352K	Sell	7,234 -2,719	-27%	-$131K	﹤0.01%	1024
2024 Q2	$471K	Sell	9,953 -77	-0.8%	-$3.63K	﹤0.01%	815
2024 Q1	$476K	Sell	10,030 -686	-6%	-$32.5K	0.01%	743
2023 Q4	$510K	Sell	10,716 -644	-6%	-$30.1K	0.01%	558
2023 Q3	$527K	Sell	11,360 -1,336	-11%	-$62.2K	0.01%	514
2023 Q2	$592K	Sell	12,696 -1,290	-9%	-$60.6K	0.01%	476
2023 Q1	$660K	Sell	13,986 -1,839	-12%	-$86.1K	0.01%	407
2022 Q4	$540K	Buy	15,825 +3,839	+32%	+$178K	0.01%	351
2022 Q3	$553K	Buy	11,986 +35	+0.3%	+$1.65K	0.02%	328
2022 Q2	$566K	Sell	11,951 -12,050	-50%	-$575K	0.02%	325
2022 Q1	$1.16M	Sell	24,001 -5,089	-17%	-$251K	0.04%	218
2021 Q4	$1.47M	Sell	29,090 -1,386	-5%	-$70.2K	0.05%	200
2021 Q3	$1.56M	Sell	30,476 -1,258	-4%	-$64.5K	0.06%	171
2021 Q2	$1.63M	Sell	31,734 -2,874	-8%	-$148K	0.07%	154
2021 Q1	$1.77M	Sell	34,608 -1,836	-5%	-$94.5K	0.1%	139
2020 Q4	$1.88M	Sell	36,444 -3,880	-10%	-$200K	0.11%	120
2020 Q3	$2.08M	Sell	40,324 -28,093	-41%	-$1.45M	0.14%	107
2020 Q2	$3.52M	Sell	68,417 -5,590	-8%	-$286K	0.27%	65
2020 Q1	$3.74M	Sell	74,007 -11,942	-14%	-$603K	0.35%	57
2019 Q4	$4.33M	Sell	85,949 -518	-0.6%	-$26.1K	0.53%	45
2019 Q3	$4.37M	Buy	86,467 +4,813	+6%	+$243K	0.61%	41
2019 Q2	$4.12M	Buy	+81,654	New	+$4.08M	0.58%	43