Summit Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.61M	Sell	74,521 -1,234	-2%	-$60.1K	0.57%	46
2025 Q4	$3.69M	Buy	75,755 +1,443	+2%	+$70.4K	0.68%	38
2025 Q3	$3.63M	Buy	74,312 +338	+0.5%	+$16.4K	0.66%	36
2025 Q2	$3.6M	Sell	73,974 -2,188	-3%	-$106K	0.69%	36
2025 Q1	$3.68M	Sell	76,162 -705	-0.9%	-$33.8K	0.75%	33
2024 Q4	$3.67M	Sell	76,867 -172	-0.2%	-$8.26K	0.75%	33
2024 Q3	$3.75M	Sell	77,039 -619	-0.8%	-$29.8K	0.72%	35
2024 Q2	$3.68M	Sell	77,658 -3,835	-5%	-$181K	0.76%	33
2024 Q1	$3.87M	Buy	81,493 +1,614	+2%	+$76.5K	0.82%	28
2023 Q4	$3.8M	Buy	79,879 +2,290	+3%	+$107K	0.88%	27
2023 Q3	$3.6M	Buy	77,589 +6,639	+9%	+$309K	0.92%	28
2023 Q2	$3.31M	Sell	70,950 -1,401	-2%	-$65.8K	0.83%	29
2023 Q1	$3.41M	Sell	72,351 -12,472	-15%	-$584K	0.88%	28
2022 Q4	$3.94M	Buy	84,823 +8,585	+11%	+$397K	1.05%	24
2022 Q3	$3.51M	Sell	76,238 -5,633	-7%	-$266K	0.99%	24
2022 Q2	$3.88M	Sell	81,871 -5,005	-6%	-$239K	1.04%	24
2022 Q1	$4.21M	Buy	86,876 +1,929	+2%	+$95.3K	0.95%	26
2021 Q4	$4.28M	Buy	84,947 +4,269	+5%	+$216K	0.92%	26
2021 Q3	$4.12M	Buy	80,678 +1,926	+2%	+$98.7K	0.97%	26
2021 Q2	$4.04M	Buy	78,752 +3,743	+5%	+$192K	0.96%	26
2021 Q1	$3.85M	Buy	75,009 +6,255	+9%	+$322K	0.99%	26
2020 Q4	$3.55M	Buy	68,754 +15,292	+29%	+$788K	0.97%	26
2020 Q3	$2.76M	Buy	53,462 +4,232	+9%	+$218K	0.83%	29
2020 Q2	$2.53M	Buy	49,230 +2,715	+6%	+$139K	0.82%	30
2020 Q1	$2.35M	Sell	46,515 -634	-1%	-$32K	0.96%	26
2019 Q4	$2.38M	Buy	+47,149	New	+$2.38M	0.82%	30

Other funds holding ISTB