VFPW
Vantage Financial Partners (Wisconsin)’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 | $1.35M | Sell |
27,765
-710
| -2% | -$34.5K | 0.31% | 51 |
|
|
2025
Q1 | $1.38M | Sell |
28,475
-1,045
| -4% | -$50.5K | 0.34% | 43 |
|
|
2024
Q4 | $1.41M | Sell |
29,520
-418
| -1% | -$20K | 0.35% | 40 |
|
|
2024
Q3 | $1.46M | Sell |
29,938
-74,574
| -71% | -$3.63M | 0.36% | 40 |
|
|
2024
Q2 | $4.95M | Buy |
104,512
+3,462
| +3% | +$164K | 1.29% | 18 |
|
|
2024
Q1 | $4.79M | Buy |
101,050
+1,104
| +1% | +$52.4K | 1.29% | 18 |
|
|
2023
Q4 | $4.75M | Buy |
99,946
+3,401
| +4% | +$162K | 1.4% | 18 |
|
|
2023
Q3 | $4.48M | Buy |
96,545
+3,445
| +4% | +$160K | 1.76% | 16 |
|
|
2023
Q2 | $4.34M | Sell |
93,100
-978
| -1% | -$45.6K | 1.62% | 20 |
|
|
2023
Q1 | $4.44M | Buy |
+94,078
| New | +$4.44M | 1.76% | 19 |
|