Security National Bank’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
Q2 | $198K | Sell |
4,064
-167
| -4% | -$8.13K | 0.03% | 123 |
|
|
2025
Q1 | $205K | Hold |
4,231
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $202K | Buy |
4,231
+1,672
| +65% | +$79.9K | 0.03% | 113 |
|
|
2024
Q3 | $125K | Buy |
2,559
+606
| +31% | +$29.5K | 0.02% | 138 |
|
|
2024
Q2 | $92.5K | Hold |
1,953
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $92.7K | Buy |
+1,953
| New | +$92.7K | 0.01% | 151 |
|
|
2022
Q3 | – | Sell |
-7,811
| Closed | -$370K | – | 104 |
|
|
2022
Q2 | $370K | Buy |
7,811
+1,975
| +34% | +$93.6K | 0.1% | 73 |
|
|
2022
Q1 | $283K | Buy |
5,836
+300
| +5% | +$14.5K | 0.06% | 89 |
|
|
2021
Q4 | $279K | Buy |
+5,536
| New | +$279K | 0.06% | 88 |
|