Wealthspire Advisors (New York)’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 | $1.72M | Buy |
35,361
+1,420
| +4% | +$69.1K | 0.01% | 297 |
|
|
2025
Q1 | $1.64M | Sell |
33,941
-3,152
| -8% | -$152K | 0.01% | 301 |
|
|
2024
Q4 | $1.77M | Sell |
37,093
-6,477
| -15% | -$309K | 0.02% | 264 |
|
|
2024
Q3 | $2.12M | Sell |
43,570
-8,282
| -16% | -$403K | 0.02% | 244 |
|
|
2024
Q2 | $2.46M | Buy |
51,852
+1,357
| +3% | +$64.3K | 0.03% | 181 |
|
|
2024
Q1 | $2.4M | Sell |
50,495
-2,529
| -5% | -$120K | 0.03% | 177 |
|
|
2023
Q4 | $2.52M | Sell |
53,024
-2,704
| -5% | -$129K | 0.04% | 163 |
|
|
2023
Q3 | $2.58M | Buy |
55,728
+756
| +1% | +$35.1K | 0.04% | 145 |
|
|
2023
Q2 | $2.56M | Sell |
54,972
-3,089
| -5% | -$144K | 0.04% | 128 |
|
|
2023
Q1 | $2.74M | Sell |
58,061
-3,725
| -6% | -$176K | 0.05% | 125 |
|
|
2022
Q4 | $2.87M | Sell |
61,786
-8,909
| -13% | -$414K | 0.05% | 124 |
|
|
2022
Q3 | $3.26M | Buy |
70,695
+2,503
| +4% | +$115K | 0.07% | 113 |
|
|
2022
Q2 | $3.23M | Buy |
68,192
+1,290
| +2% | +$61.1K | 0.07% | 114 |
|
|
2022
Q1 | $3.24M | Sell |
66,902
-13,345
| -17% | -$647K | 0.07% | 96 |
|
|
2021
Q4 | $4.05M | Sell |
80,247
-1,965
| -2% | -$99.1K | 0.09% | 91 |
|
|
2021
Q3 | $4.2M | Buy |
82,212
+40,908
| +99% | +$2.09M | 0.09% | 104 |
|
|
2021
Q2 | $2.12M | Sell |
41,304
-49,775
| -55% | -$2.55M | 0.06% | 106 |
|
|
2021
Q1 | $4.67M | Buy |
91,079
+45,908
| +102% | +$2.35M | 0.11% | 93 |
|
|
2020
Q4 | $2.33M | Buy |
+45,171
| New | +$2.33M | 0.07% | 122 |
|
|
2020
Q2 | – | Sell |
-55,394
| Closed | -$2.8M | – | 402 |
|
|
2020
Q1 | $2.8M | Buy |
+55,394
| New | +$2.8M | 0.12% | 98 |
|