SC&H Financial Advisors’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
Q2 | $359K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $831K | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $410K | Buy |
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