True Link Financial Advisors’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
2024 Q1	–	Sell	-22,974	Closed	-$1.09M	–	69
2023 Q4	$1.09M	Sell	22,974 -18,611	-45%	-$869K	0.12%	25
2023 Q3	$1.93M	Sell	41,585 -100	-0.2%	-$4.65K	0.23%	25
2023 Q2	$1.94M	Hold	41,685	–	–	0.23%	26
2023 Q1	$1.97M	Hold	41,685	–	–	0.25%	28
2022 Q4	$1.94M	Sell	41,685 -9,406	-18%	-$435K	0.26%	28
2022 Q3	$2.35M	Buy	51,091 +11,156	+28%	+$526K	0.34%	23
2022 Q2	$1.89M	Hold	39,935	–	–	0.29%	33
2022 Q1	$1.94M	Sell	39,935 -2,284	-5%	-$113K	0.28%	36
2021 Q4	$2.13M	Sell	42,219 -875	-2%	-$44.3K	0.28%	40
2021 Q3	$2.2M	Sell	43,094 -767	-2%	-$39.3K	0.3%	36
2021 Q2	$2.25M	Buy	43,861 +4,975	+13%	+$255K	0.33%	34
2021 Q1	$1.99M	Buy	38,886 +4,500	+13%	+$232K	0.29%	43
2020 Q4	$1.78M	Buy	+34,386	New	+$1.77M	0.28%	45