Williams & Novak’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
Q1 | – | Sell |
-6,630
| Closed | -$317K | – | 139 |
|
|
2024
Q4 | $317K | Sell |
6,630
-755
| -10% | -$36.1K | 0.31% | 77 |
|
|
2024
Q3 | $360K | Sell |
7,385
-13,020
| -64% | -$634K | 0.34% | 78 |
|
|
2024
Q2 | $967K | Sell |
20,405
-78,562
| -79% | -$3.72M | 0.9% | 32 |
|
|
2024
Q1 | $4.71M | Hold |
98,967
| – | – | 5.35% | 3 |
|
|
2023
Q4 | $4.71M | Buy |
+98,967
| New | +$4.71M | 5.35% | 3 |
|