Secured Retirement Advisors’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
Q1 | – | Sell |
-12,688
| Closed | -$606K | – | 142 |
|
|
2024
Q4 | $606K | Sell |
12,688
-3,292
| -21% | -$157K | 0.35% | 102 |
|
|
2024
Q3 | $778K | Sell |
15,980
-1,441
| -8% | -$70.1K | 0.56% | 62 |
|
|
2024
Q2 | $825K | Sell |
17,421
-880
| -5% | -$41.7K | 0.64% | 54 |
|
|
2024
Q1 | $868K | Sell |
18,301
-2,064
| -10% | -$97.9K | 0.74% | 54 |
|
|
2023
Q4 | $969K | Buy |
+20,365
| New | +$969K | 0.93% | 43 |
|