TrueWealth Financial Partners’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 | $769K | Sell |
15,806
-20,481
| -56% | -$996K | 0.42% | 21 |
|
|
2025
Q1 | $1.75M | Sell |
36,287
-5,582
| -13% | -$270K | 1.06% | 17 |
|
|
2024
Q4 | $2M | Sell |
41,869
-367
| -0.9% | -$17.5K | 1.24% | 13 |
|
|
2024
Q3 | $2.06M | Buy |
42,236
+851
| +2% | +$41.4K | 1.24% | 13 |
|
|
2024
Q2 | $1.96M | Buy |
41,385
+8,423
| +26% | +$399K | 1.27% | 13 |
|
|
2024
Q1 | $1.56M | Buy |
32,962
+1,584
| +5% | +$75.1K | 1.1% | 14 |
|
|
2023
Q4 | $1.49M | Buy |
31,378
+716
| +2% | +$34.1K | 1.13% | 13 |
|
|
2023
Q3 | $1.42M | Sell |
30,662
-2,365
| -7% | -$110K | 1.17% | 13 |
|
|
2023
Q2 | $1.54M | Sell |
33,027
-952
| -3% | -$44.4K | 1.27% | 12 |
|
|
2023
Q1 | $1.6M | Buy |
33,979
+515
| +2% | +$24.3K | 1.38% | 12 |
|
|
2022
Q4 | $1.55M | Sell |
33,464
-2,001
| -6% | -$92.9K | 1.51% | 12 |
|
|
2022
Q3 | $1.64M | Buy |
35,465
+5,695
| +19% | +$263K | 1.78% | 12 |
|
|
2022
Q2 | $1.41M | Sell |
29,770
-6,538
| -18% | -$310K | 1.48% | 12 |
|
|
2022
Q1 | $1.76M | Sell |
36,308
-699
| -2% | -$33.9K | 1.69% | 12 |
|
|
2021
Q4 | $1.87M | Buy |
+37,007
| New | +$1.87M | 1.82% | 12 |
|