WFAG
Wescott Financial Advisory Group’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 | $8.9M | Buy |
182,860
+2,310
| +1% | +$112K | 0.85% | 23 |
|
|
2025
Q1 | $8.73M | Buy |
180,550
+8,161
| +5% | +$395K | 0.91% | 23 |
|
|
2024
Q4 | $8.24M | Buy |
172,389
+20,579
| +14% | +$983K | 0.85% | 23 |
|
|
2024
Q3 | $7.39M | Buy |
151,810
+10,526
| +7% | +$512K | 0.79% | 24 |
|
|
2024
Q2 | $6.69M | Buy |
141,284
+13,891
| +11% | +$658K | 0.78% | 24 |
|
|
2024
Q1 | $6.04M | Buy |
127,393
+21,084
| +20% | +$1M | 0.75% | 27 |
|
|
2023
Q4 | $5.06M | Buy |
106,309
+14,893
| +16% | +$708K | 0.71% | 27 |
|
|
2023
Q3 | $4.24M | Buy |
91,416
+23,831
| +35% | +$1.11M | 0.78% | 29 |
|
|
2023
Q2 | $3.15M | Buy |
67,585
+13,744
| +26% | +$641K | 0.56% | 40 |
|
|
2023
Q1 | $2.54M | Sell |
53,841
-21,578
| -29% | -$1.02M | 0.55% | 37 |
|
|
2022
Q4 | $3.5M | Buy |
75,419
+33,392
| +79% | +$1.55M | 0.76% | 30 |
|
|
2022
Q3 | $1.94M | Buy |
42,027
+3,643
| +9% | +$168K | 0.54% | 36 |
|
|
2022
Q2 | $1.82M | Sell |
38,384
-16,319
| -30% | -$774K | 0.49% | 35 |
|
|
2022
Q1 | $2.65M | Buy |
54,703
+30,118
| +123% | +$1.46M | 0.68% | 28 |
|
|
2021
Q4 | $1.24M | Buy |
24,585
+494
| +2% | +$24.9K | 0.64% | 19 |
|
|
2021
Q3 | $1.23M | Buy |
24,091
+125
| +0.5% | +$6.38K | 0.7% | 20 |
|
|
2021
Q2 | $1.23M | Buy |
23,966
+3,420
| +17% | +$176K | 0.73% | 19 |
|
|
2021
Q1 | $1.05M | Buy |
20,546
+1,761
| +9% | +$90.3K | 0.68% | 19 |
|
|
2020
Q4 | $970K | Buy |
+18,785
| New | +$970K | 0.68% | 18 |
|