WMR
Wealth Management Resources’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 | $16.2M | Buy |
332,078
+20,149
| +6% | +$980K | 5.52% | 8 |
|
|
2025
Q1 | $15.1M | Buy |
311,929
+15,452
| +5% | +$747K | 5.47% | 7 |
|
|
2024
Q4 | $14.2M | Buy |
296,477
+90,506
| +44% | +$4.32M | 5.23% | 7 |
|
|
2024
Q3 | $10M | Buy |
205,971
+2,886
| +1% | +$140K | 4.02% | 11 |
|
|
2024
Q2 | $9.82M | Buy |
203,085
+24,705
| +14% | +$1.19M | 4.22% | 11 |
|
|
2024
Q1 | $8.46M | Buy |
178,380
+10,156
| +6% | +$482K | 3.66% | 12 |
|
|
2023
Q4 | $8M | Buy |
+168,224
| New | +$8M | 3.76% | 12 |
|