VA
Valmark Advisers’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 | $2.28M | Sell |
46,901
-451
| -1% | -$21.9K | 0.03% | 204 |
|
2025
Q1 | $2.29M | Buy |
47,352
+598
| +1% | +$28.9K | 0.03% | 190 |
|
2024
Q4 | $2.23M | Sell |
46,754
-179
| -0.4% | -$8.55K | 0.03% | 191 |
|
2024
Q3 | $2.28M | Sell |
46,933
-749
| -2% | -$36.5K | 0.04% | 180 |
|
2024
Q2 | $2.26M | Sell |
47,682
-186
| -0.4% | -$8.81K | 0.04% | 162 |
|
2024
Q1 | $2.27M | Sell |
47,868
-598
| -1% | -$28.4K | 0.04% | 155 |
|
2023
Q4 | $2.31M | Sell |
48,466
-771
| -2% | -$36.7K | 0.04% | 147 |
|
2023
Q3 | $2.28M | Buy |
49,237
+5,062
| +11% | +$235K | 0.05% | 133 |
|
2023
Q2 | $2.06M | Sell |
44,175
-911
| -2% | -$42.5K | 0.04% | 143 |
|
2023
Q1 | $2.13M | Sell |
45,086
-5,202
| -10% | -$245K | 0.05% | 136 |
|
2022
Q4 | $2.34M | Buy |
50,288
+44,910
| +835% | +$2.09M | 0.05% | 126 |
|
2022
Q3 | $248K | Hold |
5,378
| – | – | 0.01% | 374 |
|
2022
Q2 | $255K | Sell |
5,378
-5,163
| -49% | -$245K | ﹤0.01% | 369 |
|
2022
Q1 | $511K | Buy |
+10,541
| New | +$511K | 0.01% | 300 |
|