WDG
Wealth Dimensions Group’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 | $2.47M | Buy |
50,840
+941
| +2% | +$45.8K | 0.55% | 26 |
|
|
2025
Q1 | $2.41M | Buy |
49,899
+2,313
| +5% | +$112K | 0.58% | 25 |
|
|
2024
Q4 | $2.27M | Buy |
47,586
+494
| +1% | +$23.6K | 0.56% | 25 |
|
|
2024
Q3 | $2.29M | Sell |
47,092
-146
| -0.3% | -$7.11K | 0.58% | 25 |
|
|
2024
Q2 | $2.24M | Sell |
47,238
-1,513
| -3% | -$71.7K | 0.64% | 22 |
|
|
2024
Q1 | $2.31M | Sell |
48,751
-1,822
| -4% | -$86.4K | 0.68% | 23 |
|
|
2023
Q4 | $2.41M | Sell |
50,573
-11,646
| -19% | -$554K | 0.76% | 20 |
|
|
2023
Q3 | $2.89M | Sell |
62,219
-11,421
| -16% | -$530K | 1.05% | 16 |
|
|
2023
Q2 | $3.43M | Sell |
73,640
-3,257
| -4% | -$152K | 1.25% | 15 |
|
|
2023
Q1 | $3.63M | Sell |
76,897
-1,848
| -2% | -$87.1K | 1.4% | 13 |
|
|
2022
Q4 | $3.66M | Sell |
78,745
-117,119
| -60% | -$5.44M | 1.49% | 13 |
|
|
2022
Q3 | $9.03M | Sell |
195,864
-29,660
| -13% | -$1.37M | 4.47% | 7 |
|
|
2022
Q2 | $10.7M | Sell |
225,524
-12,199
| -5% | -$578K | 5.07% | 5 |
|
|
2022
Q1 | $11.5M | Buy |
237,723
+5,687
| +2% | +$276K | 5.33% | 7 |
|
|
2021
Q4 | $11.7M | Buy |
232,036
+200,293
| +631% | +$10.1M | 5.73% | 5 |
|
|
2021
Q3 | $1.62M | Hold |
31,743
| – | – | 1.04% | 21 |
|
|
2021
Q2 | $1.63M | Buy |
31,743
+116
| +0.4% | +$5.95K | 1.1% | 20 |
|
|
2021
Q1 | $1.62M | Sell |
31,627
-467
| -1% | -$24K | 1.26% | 17 |
|
|
2020
Q4 | $1.66M | Buy |
+32,094
| New | +$1.66M | 1.43% | 16 |
|