Wealth Enhancement Advisory Services’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 | $2.93M | Sell |
60,607
-3,087
| -5% | -$149K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $3.08M | Buy |
63,694
+3,153
| +5% | +$152K | 0.01% | 1032 |
|
|
2024
Q4 | $2.89M | Buy |
60,541
+18,117
| +43% | +$865K | 0.01% | 1010 |
|
|
2024
Q3 | $2.07M | Sell |
42,424
-8,854
| -17% | -$431K | ﹤0.01% | 1032 |
|
|
2024
Q2 | $2.43M | Buy |
51,278
+2,058
| +4% | +$97.5K | 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% | -$157K | 0.01% | 916 |
|
|
2023
Q3 | $2.03M | Buy |
43,861
+39,292
| +860% | +$1.82M | 0.01% | 855 |
|
|
2023
Q2 | $213K | Buy |
+4,569
| New | +$213K | ﹤0.01% | 491 |
|
|
2023
Q1 | – | Sell |
-15,520
| Closed | -$730K | – | 540 |
|
|
2022
Q4 | $730K | Sell |
15,520
-18,371
| -54% | -$864K | 0.01% | 249 |
|
|
2022
Q3 | $1.56M | Sell |
33,891
-272
| -0.8% | -$12.5K | 0.02% | 192 |
|
|
2022
Q2 | $1.62M | Sell |
34,163
-476
| -1% | -$22.5K | 0.02% | 216 |
|
|
2022
Q1 | $1.67M | Sell |
34,639
-1,841
| -5% | -$88.9K | 0.02% | 197 |
|
|
2021
Q4 | $1.82M | Buy |
36,480
+1,690
| +5% | +$84.1K | 0.03% | 177 |
|
|
2021
Q3 | $1.77M | Buy |
34,790
+3,295
| +10% | +$167K | 0.03% | 152 |
|
|
2021
Q2 | $1.62M | Buy |
31,495
+1,918
| +6% | +$98.4K | 0.03% | 150 |
|
|
2021
Q1 | $1.52M | Buy |
+29,577
| New | +$1.52M | 0.03% | 155 |
|