Spire 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 | $29K | Buy |
597
+17
| +3% | +$826 | ﹤0.01% | 1390 |
|
|
2025
Q1 | $28K | Sell |
580
-218
| -27% | -$10.5K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $38.1K | Buy |
798
+18
| +2% | +$859 | ﹤0.01% | 1392 |
|
|
2024
Q3 | $37.9K | Buy |
780
+667
| +590% | +$32.5K | ﹤0.01% | 1218 |
|
|
2024
Q2 | $5.33K | Buy |
113
+14
| +14% | +$660 | ﹤0.01% | 1815 |
|
|
2024
Q1 | $4.67K | Buy |
99
+79
| +395% | +$3.73K | ﹤0.01% | 1943 |
|
|
2023
Q4 | $949 | Hold |
20
| – | – | ﹤0.01% | 2275 |
|
|
2023
Q3 | $928 | Sell |
20
-700
| -97% | -$32.5K | ﹤0.01% | 2266 |
|
|
2023
Q2 | $33.6K | Buy |
720
+580
| +414% | +$27.1K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $6.6K | Buy |
140
+100
| +250% | +$4.72K | ﹤0.01% | 1972 |
|
|
2022
Q4 | $2K | Sell |
40
-1,385
| -97% | -$69.3K | ﹤0.01% | 2059 |
|
|
2022
Q3 | $66K | Sell |
1,425
-41,277
| -97% | -$1.91M | ﹤0.01% | 854 |
|
|
2022
Q2 | $2.02M | Buy |
42,702
+16,119
| +61% | +$764K | 0.08% | 211 |
|
|
2022
Q1 | $1.29M | Hold |
26,583
| – | – | 0.03% | 340 |
|
|
2021
Q4 | $1.34M | Buy |
26,583
+38
| +0.1% | +$1.92K | 0.03% | 395 |
|
|
2021
Q3 | $1.36M | Buy |
26,545
+1
| +0% | +$51 | 0.04% | 345 |
|
|
2021
Q2 | $1.36M | Sell |
26,544
-15,928
| -38% | -$817K | 0.04% | 354 |
|
|
2021
Q1 | $1.36M | Buy |
+42,472
| New | +$1.36M | 0.04% | 366 |
|