Wescott Financial Advisory Group’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 | $8.9M | Buy |
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|
2025
Q1 | $8.73M | Buy |
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|
2024
Q4 | $8.24M | Buy |
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|
2024
Q3 | $7.39M | Buy |
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|
2024
Q2 | $6.69M | Buy |
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|
2024
Q1 | $6.04M | Buy |
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|
2023
Q4 | $5.06M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $3.15M | Buy |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $970K | Buy |
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