Stone House Investment 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 | $2.07M | Buy |
42,598
+1,277
| +3% | +$62.1K | 0.38% | 27 |
|
|
2025
Q1 | $2M | Buy |
41,321
+6,435
| +18% | +$311K | 0.4% | 25 |
|
|
2024
Q4 | $1.67M | Sell |
34,886
-4,352
| -11% | -$208K | 0.42% | 24 |
|
|
2024
Q3 | $1.91M | Buy |
39,238
+1,199
| +3% | +$58.4K | 0.39% | 24 |
|
|
2024
Q2 | $1.8M | Buy |
38,039
+1,366
| +4% | +$64.7K | 0.47% | 22 |
|
|
2024
Q1 | $1.74M | Buy |
36,673
+7,848
| +27% | +$372K | 0.41% | 25 |
|
|
2023
Q4 | $1.37M | Sell |
28,825
-56,007
| -66% | -$2.66M | 0.47% | 25 |
|
|
2023
Q3 | $3.93M | Buy |
84,832
+10,229
| +14% | +$474K | 1.37% | 17 |
|
|
2023
Q2 | $3.48M | Sell |
74,603
-604
| -0.8% | -$28.2K | 1.26% | 16 |
|
|
2023
Q1 | $3.55M | Sell |
75,207
-39,750
| -35% | -$1.87M | 1.2% | 17 |
|
|
2022
Q4 | $5.34M | Buy |
114,957
+602
| +0.5% | +$28K | 1.9% | 14 |
|
|
2022
Q3 | $5.27M | Buy |
114,355
+29,779
| +35% | +$1.37M | 2.45% | 11 |
|
|
2022
Q2 | $4.01M | Buy |
84,576
+60,062
| +245% | +$2.85M | 1.81% | 12 |
|
|
2022
Q1 | $1.19M | Buy |
+24,514
| New | +$1.19M | 0.4% | 22 |
|
|
2019
Q1 | – | Sell |
-5,522
| Closed | -$271K | – | 219 |
|
|
2018
Q4 | $271K | Buy |
+5,522
| New | +$271K | 0.17% | 45 |
|