Summit Financial’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 | $519K | Sell |
10,658
-81
| -0.8% | -$3.94K | 0.01% | 570 |
|
|
2025
Q1 | $519K | Buy |
10,739
+4,357
| +68% | +$211K | 0.01% | 503 |
|
|
2024
Q4 | $305K | Sell |
6,382
-16,211
| -72% | -$774K | 0.01% | 536 |
|
|
2024
Q3 | $1.1M | Sell |
22,593
-13,084
| -37% | -$637K | 0.04% | 243 |
|
|
2024
Q2 | $1.69M | Buy |
+35,677
| New | +$1.69M | 0.08% | 172 |
|
|
2019
Q2 | – | Sell |
-7,506
| Closed | -$374K | – | 50 |
|
|
2019
Q1 | $374K | Buy |
7,506
+36
| +0.5% | +$1.8K | 0.06% | 45 |
|
|
2018
Q4 | $366K | Buy |
+7,470
| New | +$366K | 0.07% | 42 |
|