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Wealth Forward LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wealth Forward LLC’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Hold
5,042
– – 0.14% 39
2025
Q4 		$246K Hold
5,042
– – 0.14% 41
2025
Q3 		$246K Hold
5,042
– – 0.14% 37
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 +$235K 0.2% 30

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