Western Wealth Management’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 | $957K | Sell |
19,681
-94
| -0.5% | -$4.57K | 0.06% | 285 |
|
|
2025
Q1 | $956K | Sell |
19,775
-24
| -0.1% | -$1.16K | 0.06% | 263 |
|
|
2024
Q4 | $946K | Sell |
19,799
-393
| -2% | -$18.8K | 0.06% | 255 |
|
|
2024
Q3 | $983K | Sell |
20,192
-1,539
| -7% | -$74.9K | 0.06% | 321 |
|
|
2024
Q2 | $1.03M | Sell |
21,731
-200
| -0.9% | -$9.47K | 0.08% | 224 |
|
|
2024
Q1 | $1.04M | Sell |
21,931
-339
| -2% | -$16.1K | 0.08% | 223 |
|
|
2023
Q4 | $1.06M | Sell |
22,270
-168
| -0.7% | -$7.99K | 0.08% | 264 |
|
|
2023
Q3 | $1.04M | Buy |
22,438
+50
| +0.2% | +$2.32K | 0.09% | 239 |
|
|
2023
Q2 | $1.04M | Buy |
22,388
+1,005
| +5% | +$46.9K | 0.09% | 231 |
|
|
2023
Q1 | $1.01M | Sell |
21,383
-396
| -2% | -$18.7K | 0.09% | 231 |
|
|
2022
Q4 | $1.01M | Sell |
21,779
-22,977
| -51% | -$1.07M | 0.1% | 218 |
|
|
2022
Q3 | $2.06M | Hold |
44,756
| – | – | 0.12% | 179 |
|
|
2022
Q2 | $2.12M | Sell |
44,756
-9,011
| -17% | -$427K | 0.12% | 176 |
|
|
2022
Q1 | $2.61M | Buy |
53,767
+31,389
| +140% | +$1.52M | 0.13% | 163 |
|
|
2021
Q4 | $1.13M | Buy |
+22,378
| New | +$1.13M | 0.11% | 176 |
|
|
2021
Q2 | $1.44M | Buy |
28,061
+5,291
| +23% | +$271K | 0.15% | 152 |
|
|
2021
Q1 | $1.17M | Buy |
22,770
+882
| +4% | +$45.2K | 0.16% | 144 |
|
|
2020
Q4 | $1.13M | Buy |
21,888
+148
| +0.7% | +$7.64K | 0.17% | 141 |
|
|
2020
Q3 | $1.12M | Sell |
21,740
-436
| -2% | -$22.5K | 0.18% | 127 |
|
|
2020
Q2 | $1.14M | Sell |
22,176
-1,454
| -6% | -$74.8K | 0.21% | 120 |
|
|
2020
Q1 | $1.19M | Sell |
23,630
-2,488
| -10% | -$126K | 0.27% | 88 |
|
|
2019
Q4 | $1.32M | Sell |
26,118
-478
| -2% | -$24.1K | 0.2% | 117 |
|
|
2019
Q3 | $1.34M | Sell |
26,596
-443
| -2% | -$22.4K | 0.28% | 87 |
|
|
2019
Q2 | $1.36M | Sell |
27,039
-113
| -0.4% | -$5.7K | 0.18% | 111 |
|
|
2019
Q1 | $1.35M | Sell |
27,152
-1,013
| -4% | -$50.4K | 0.3% | 82 |
|
|
2018
Q4 | $1.38M | Buy |
+28,165
| New | +$1.38M | 0.37% | 62 |
|