WBH Advisory’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 | $201K | Sell |
4,131
-212
| -5% | -$10.3K | 0.02% | 332 |
|
|
2025
Q1 | $210K | Hold |
4,343
| – | – | 0.02% | 312 |
|
|
2024
Q4 | $207K | Buy |
+4,343
| New | +$207K | 0.02% | 312 |
|
|
2022
Q3 | $212K | Buy |
+4,590
| New | +$212K | 0.03% | 276 |
|
|
2022
Q2 | – | Sell |
-8,096
| Closed | -$388K | – | 311 |
|
|
2022
Q1 | $388K | Buy |
8,096
+2,324
| +40% | +$111K | 0.05% | 232 |
|
|
2021
Q4 | $291K | Buy |
+5,772
| New | +$291K | 0.03% | 269 |
|