SHFA
SC&H Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
7,372
+47
| +0.6% | +$2.29K | 0.06% | 105 |
|
|
2025
Q1 | $354K | Buy |
7,325
+386
| +6% | +$18.7K | 0.07% | 105 |
|
|
2024
Q4 | $331K | Sell |
6,939
-44
| -0.6% | -$2.1K | 0.07% | 109 |
|
|
2024
Q3 | $340K | Sell |
6,983
-44
| -0.6% | -$2.14K | 0.07% | 113 |
|
|
2024
Q2 | $333K | Buy |
7,027
+43
| +0.6% | +$2.04K | 0.08% | 107 |
|
|
2024
Q1 | $331K | Sell |
6,984
-394
| -5% | -$18.7K | 0.09% | 108 |
|
|
2023
Q4 | $351K | Sell |
7,378
-18,815
| -72% | -$895K | 0.1% | 104 |
|
|
2023
Q3 | $1.21M | Sell |
26,193
-734
| -3% | -$34K | 0.4% | 43 |
|
|
2023
Q2 | $1.26M | Sell |
26,927
-537
| -2% | -$25K | 0.42% | 41 |
|
|
2023
Q1 | $1.3M | Buy |
27,464
+837
| +3% | +$39.5K | 0.47% | 40 |
|
|
2022
Q4 | $1.24M | Buy |
26,627
+11,663
| +78% | +$542K | 0.51% | 39 |
|
|
2022
Q3 | $690K | Sell |
14,964
-2,575
| -15% | -$119K | 0.35% | 62 |
|
|
2022
Q2 | $831K | Buy |
17,539
+6,875
| +64% | +$326K | 0.39% | 56 |
|
|
2022
Q1 | $517K | Buy |
10,664
+2,532
| +31% | +$123K | 0.25% | 88 |
|
|
2021
Q4 | $410K | Buy |
+8,132
| New | +$410K | 0.23% | 105 |
|