Wealth Enhancement Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4M	Buy	82,799 +30,304	+58%	+$1.48M	0.01%	1008
2025 Q4	$2.56M	Sell	52,495 -8,384	-14%	-$409K	﹤0.01%	1375
2025 Q3	$2.97M	Buy	60,879 +272	+0.4%	+$13.2K	﹤0.01%	1225
2025 Q2	$2.93M	Sell	60,607 -3,087	-5%	-$149K	﹤0.01%	1163
2025 Q1	$3.08M	Buy	63,694 +3,153	+5%	+$151K	0.01%	1034
2024 Q4	$2.89M	Buy	60,541 +18,117	+43%	+$870K	0.01%	1012
2024 Q3	$2.07M	Sell	42,424 -8,854	-17%	-$426K	﹤0.01%	1034
2024 Q2	$2.43M	Buy	51,278 +2,058	+4%	+$97.1K	0.01%	912
2024 Q1	$2.34M	Buy	49,220 +8,650	+21%	+$410K	0.01%	891
2023 Q4	$1.93M	Sell	40,570 -3,291	-8%	-$154K	0.01%	916
2023 Q3	$2.03M	Buy	43,861 +39,292	+860%	+$1.83M	0.01%	855
2023 Q2	$213K	Buy	+4,569	New	+$215K	﹤0.01%	491
2023 Q1	–	Sell	-15,520	Closed	-$730K	–	540
2022 Q4	$730K	Sell	15,520 -18,371	-54%	-$850K	0.01%	249
2022 Q3	$1.56M	Sell	33,891 -272	-0.8%	-$12.8K	0.02%	192
2022 Q2	$1.62M	Sell	34,163 -476	-1%	-$22.7K	0.02%	216
2022 Q1	$1.67M	Sell	34,639 -1,841	-5%	-$90.9K	0.02%	197
2021 Q4	$1.82M	Buy	36,480 +1,690	+5%	+$85.6K	0.03%	177
2021 Q3	$1.77M	Buy	34,790 +3,295	+10%	+$169K	0.03%	152
2021 Q2	$1.62M	Buy	31,495 +1,918	+6%	+$98.4K	0.03%	151
2021 Q1	$1.52M	Buy	+29,577	New	+$1.52M	0.03%	155

Other funds holding ISTB