WP
WealthShield Partners’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 | $190K | Buy |
3,901
+622
| +19% | +$30.3K | 0.02% | 332 |
|
|
2025
Q1 | $159K | Sell |
3,279
-653
| -17% | -$31.6K | 0.02% | 337 |
|
|
2024
Q4 | $188K | Sell |
3,932
-2,169
| -36% | -$104K | 0.03% | 288 |
|
|
2024
Q3 | $297K | Sell |
6,101
-131
| -2% | -$6.38K | 0.04% | 247 |
|
|
2024
Q2 | $295K | Buy |
6,232
+184
| +3% | +$8.72K | 0.05% | 242 |
|
|
2024
Q1 | $287K | Sell |
6,048
-2,108
| -26% | -$100K | 0.05% | 239 |
|
|
2023
Q4 | $388K | Sell |
8,156
-19,347
| -70% | -$920K | 0.06% | 220 |
|
|
2023
Q3 | $1.28M | Sell |
27,503
-6,460
| -19% | -$300K | 0.19% | 126 |
|
|
2023
Q2 | $1.58M | Sell |
33,963
-6,663
| -16% | -$311K | 0.24% | 107 |
|
|
2023
Q1 | $1.92M | Sell |
40,626
-15,154
| -27% | -$715K | 0.31% | 88 |
|
|
2022
Q4 | $2.59M | Sell |
55,780
-3,469
| -6% | -$161K | 0.5% | 51 |
|
|
2022
Q3 | $2.73M | Sell |
59,249
-4,629
| -7% | -$213K | 0.54% | 49 |
|
|
2022
Q2 | $3.03M | Buy |
63,878
+525
| +0.8% | +$24.9K | 0.6% | 40 |
|
|
2022
Q1 | $3.07M | Sell |
63,353
-260
| -0.4% | -$12.6K | 0.49% | 50 |
|
|
2021
Q4 | $3.21M | Buy |
63,613
+514
| +0.8% | +$25.9K | 0.53% | 51 |
|
|
2021
Q3 | $3.22M | Buy |
+63,099
| New | +$3.22M | 0.86% | 36 |
|
|
2021
Q2 | – | Sell |
-34,597
| Closed | -$1.77M | – | 53 |
|
|
2021
Q1 | $1.77M | Sell |
34,597
-28,649
| -45% | -$1.47M | 0.32% | 74 |
|
|
2020
Q4 | $3.27M | Buy |
63,246
+23,040
| +57% | +$1.19M | 0.6% | 51 |
|
|
2020
Q3 | $2.07M | Sell |
40,206
-5,301
| -12% | -$273K | 0.73% | 35 |
|
|
2020
Q2 | $2.34M | Buy |
45,507
+607
| +1% | +$31.2K | 1.08% | 24 |
|
|
2020
Q1 | $2.27M | Buy |
44,900
+30,802
| +218% | +$1.56M | 1.39% | 20 |
|
|
2019
Q4 | $711K | Sell |
14,098
-10,091
| -42% | -$509K | 0.35% | 60 |
|
|
2019
Q3 | $1.22M | Buy |
24,189
+46
| +0.2% | +$2.32K | 0.65% | 30 |
|
|
2019
Q2 | $1.22M | Buy |
24,143
+9,893
| +69% | +$499K | 0.71% | 28 |
|
|
2019
Q1 | $711K | Sell |
14,250
-65
| -0.5% | -$3.24K | 0.4% | 55 |
|
|
2018
Q4 | $702K | Sell |
14,315
-1,525
| -10% | -$74.8K | 0.48% | 44 |
|
|
2018
Q3 | $776K | Sell |
15,840
-414
| -3% | -$20.3K | 0.44% | 41 |
|
|
2018
Q2 | $798K | Buy |
16,254
+11,515
| +243% | +$565K | 0.49% | 41 |
|
|
2018
Q1 | $234K | Buy |
4,739
+4,581
| +2,899% | +$226K | 0.15% | 107 |
|
|
2017
Q4 | $8K | Buy |
+158
| New | +$8K | ﹤0.01% | 197 |
|