Smith & Howard Wealth Management’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 | $270K | Hold |
5,543
| – | – | 0.07% | 65 |
|
|
2025
Q1 | $268K | Sell |
5,543
-8,996
| -62% | -$435K | 0.07% | 64 |
|
|
2024
Q4 | $695K | Hold |
14,539
| – | – | 0.2% | 40 |
|
|
2024
Q3 | $708K | Sell |
14,539
-274
| -2% | -$13.3K | 0.2% | 40 |
|
|
2024
Q2 | $702K | Sell |
14,813
-308
| -2% | -$14.6K | 0.21% | 41 |
|
|
2024
Q1 | $717K | Sell |
15,121
-18,263
| -55% | -$866K | 0.22% | 38 |
|
|
2023
Q4 | $1.59M | Sell |
33,384
-355
| -1% | -$16.9K | 0.56% | 29 |
|
|
2023
Q3 | $1.56M | Sell |
33,739
-4,228
| -11% | -$196K | 0.55% | 30 |
|
|
2023
Q2 | $1.77M | Buy |
37,967
+3,103
| +9% | +$145K | 0.62% | 29 |
|
|
2023
Q1 | $1.64M | Sell |
34,864
-2,675
| -7% | -$126K | 0.57% | 30 |
|
|
2022
Q4 | $1.74M | Sell |
37,539
-3,997
| -10% | -$186K | 0.67% | 28 |
|
|
2022
Q3 | $1.92M | Sell |
41,536
-38,341
| -48% | -$1.77M | 0.82% | 26 |
|
|
2022
Q2 | $3.79M | Buy |
79,877
+22,954
| +40% | +$1.09M | 1.6% | 21 |
|
|
2022
Q1 | $2.76M | Buy |
56,923
+18,047
| +46% | +$874K | 1.16% | 23 |
|
|
2021
Q4 | $1.96M | Buy |
+38,876
| New | +$1.96M | 0.89% | 26 |
|