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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.99M	Buy	123,547 +96,544	+358%	+$4.7M	0.05%	150
2025 Q4	$1.32M	Sell	27,003 -5,969	-18%	-$291K	0.01%	370
2025 Q3	$1.61M	Sell	32,972 -2,389	-7%	-$116K	0.01%	309
2025 Q2	$1.72M	Buy	35,361 +1,420	+4%	+$68.5K	0.01%	297
2025 Q1	$1.64M	Sell	33,941 -3,152	-8%	-$151K	0.01%	301
2024 Q4	$1.77M	Sell	37,093 -6,477	-15%	-$311K	0.02%	264
2024 Q3	$2.12M	Sell	43,570 -8,282	-16%	-$399K	0.02%	244
2024 Q2	$2.46M	Buy	51,852 +1,357	+3%	+$64K	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%	-$126K	0.04%	163
2023 Q3	$2.58M	Buy	55,728 +756	+1%	+$35.2K	0.04%	145
2023 Q2	$2.56M	Sell	54,972 -3,089	-5%	-$145K	0.04%	128
2023 Q1	$2.74M	Sell	58,061 -3,725	-6%	-$174K	0.05%	125
2022 Q4	$2.87M	Sell	61,786 -8,909	-13%	-$412K	0.05%	124
2022 Q3	$3.26M	Buy	70,695 +2,503	+4%	+$118K	0.07%	113
2022 Q2	$3.23M	Buy	68,192 +1,290	+2%	+$61.6K	0.07%	114
2022 Q1	$3.24M	Sell	66,902 -13,345	-17%	-$659K	0.07%	96
2021 Q4	$4.05M	Sell	80,247 -1,965	-2%	-$99.5K	0.09%	91
2021 Q3	$4.2M	Buy	82,212 +40,908	+99%	+$2.1M	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%	+$2.36M	0.11%	93
2020 Q4	$2.33M	Buy	+45,171	New	+$2.33M	0.07%	122
2020 Q2	–	Sell	-55,394	Closed	-$2.8M	–	403
2020 Q1	$2.8M	Buy	+55,394	New	+$2.8M	0.12%	98

Other funds holding ISTB