WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
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|
2025
Q1 | $159K | Sell |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $3.22M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $3.27M | Buy |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $711K | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $711K | Sell |
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|
2018
Q4 | $702K | Sell |
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|
2018
Q3 | $776K | Sell |
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|
2018
Q2 | $798K | Buy |
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|
2018
Q1 | $234K | Buy |
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|
2017
Q4 | $8K | Buy |
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