SSWM
Sheets Smith Wealth Management’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 | $1.31M | Buy |
27,010
+2,560
| +10% | +$125K | 0.15% | 132 |
|
|
2025
Q1 | $1.18M | Buy |
24,450
+3,460
| +16% | +$167K | 0.15% | 138 |
|
|
2024
Q4 | $1M | Sell |
20,990
-140
| -0.7% | -$6.69K | 0.12% | 156 |
|
|
2024
Q3 | $1.03M | Buy |
21,130
+1,655
| +8% | +$80.6K | 0.13% | 155 |
|
|
2024
Q2 | $923K | Buy |
19,475
+4,735
| +32% | +$224K | 0.11% | 168 |
|
|
2024
Q1 | $699K | Buy |
+14,740
| New | +$699K | 0.08% | 199 |
|