SWA
ISTB icon

SFMG Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SFMG Wealth Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$253K Buy
5,210
+233
+5% +$11.3K 0.02% 231
2025
Q1 		$241K Buy
4,977
+580
+13% +$28K 0.02% 234
2024
Q4 		$210K Sell
4,397
-6
-0.1% -$287 0.02% 246
2024
Q3 		$214K Buy
+4,403
New +$214K 0.02% 241