SFG
Sunburst Financial Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
20,082
+38
| +0.2% | +$1.85K | 0.22% | 47 |
|
|
2025
Q1 | $969K | Sell |
20,044
-1,528
| -7% | -$73.9K | 0.24% | 46 |
|
|
2024
Q4 | $1.03M | Sell |
21,572
-6,274
| -23% | -$300K | 0.25% | 46 |
|
|
2024
Q3 | $1.36M | Sell |
27,846
-555
| -2% | -$27K | 0.34% | 39 |
|
|
2024
Q2 | $1.35M | Buy |
28,401
+1,928
| +7% | +$91.3K | 0.36% | 36 |
|
|
2024
Q1 | $1.25M | Sell |
26,473
-10,614
| -29% | -$501K | 0.35% | 39 |
|
|
2023
Q4 | $1.76M | Buy |
37,087
+11,668
| +46% | +$555K | 0.55% | 29 |
|
|
2023
Q3 | $1.18M | Sell |
25,419
-9,331
| -27% | -$433K | 0.42% | 34 |
|
|
2023
Q2 | $1.62M | Sell |
34,750
-4,717
| -12% | -$220K | 0.57% | 32 |
|
|
2023
Q1 | $1.86M | Sell |
39,467
-3,226
| -8% | -$152K | 0.69% | 28 |
|
|
2022
Q4 | $1.98M | Sell |
42,693
-18,131
| -30% | -$842K | 0.79% | 25 |
|
|
2022
Q3 | $2.8M | Sell |
60,824
-8,629
| -12% | -$398K | 1.36% | 17 |
|
|
2022
Q2 | $3.29M | Sell |
69,453
-42,836
| -38% | -$2.03M | 1.58% | 13 |
|
|
2022
Q1 | $5.44M | Buy |
112,289
+24,033
| +27% | +$1.16M | 2.69% | 10 |
|
|
2021
Q4 | $4.45M | Buy |
88,256
+50,052
| +131% | +$2.52M | 2.26% | 11 |
|
|
2021
Q3 | $1.95M | Buy |
38,204
+3,989
| +12% | +$204K | 1.21% | 17 |
|
|
2021
Q2 | $1.76M | Buy |
34,215
+3,794
| +12% | +$195K | 1.12% | 17 |
|
|
2021
Q1 | $1.56M | Buy |
30,421
+4,200
| +16% | +$215K | 1.09% | 17 |
|
|
2020
Q4 | $1.35M | Buy |
26,221
+8,403
| +47% | +$434K | 1.02% | 16 |
|
|
2020
Q3 | $919K | Buy |
17,818
+4,019
| +29% | +$207K | 0.78% | 18 |
|
|
2020
Q2 | $710K | Buy |
13,799
+960
| +7% | +$49.4K | 0.64% | 19 |
|
|
2020
Q1 | $648K | Buy |
+12,839
| New | +$648K | 0.68% | 17 |
|