Wealth Forward LLC’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 | $245K | Hold |
5,042
| – | – | 0.16% | 29 |
|
|
2025
Q1 | $244K | Hold |
5,042
| – | – | 0.17% | 29 |
|
|
2024
Q4 | $241K | Hold |
5,042
| – | – | 0.17% | 29 |
|
|
2024
Q3 | $245K | Hold |
5,042
| – | – | 0.17% | 28 |
|
|
2024
Q2 | $239K | Hold |
5,042
| – | – | 0.19% | 29 |
|
|
2024
Q1 | $239K | Hold |
5,042
| – | – | 0.19% | 29 |
|
|
2023
Q4 | $240K | Buy |
+5,042
| New | +$240K | 0.2% | 30 |
|