World Investment Advisors’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	$359K	Sell	7,401 -764	-9%	-$37.2K	0.01%	1154
2025 Q4	$398K	Buy	+8,165	New	+$398K	0.01%	1040
2025 Q3	–	Sell	-5,130	Closed	-$250K	–	1260
2025 Q2	$250K	Buy	5,130 +330	+7%	+$15.9K	0.01%	1003
2025 Q1	$232K	Buy	4,800 +28	+0.6%	+$1.34K	0.01%	960
2024 Q4	$228K	Buy	+4,772	New	+$229K	0.01%	925
2024 Q1	–	Sell	-4,212	Closed	-$200K	–	429
2023 Q4	$200K	Sell	4,212 -2,335	-36%	-$109K	0.03%	366
2023 Q3	$304K	Sell	6,547 -10,751	-62%	-$500K	0.06%	200
2023 Q2	$807K	Buy	17,298 +3,912	+29%	+$184K	0.16%	103
2023 Q1	$631K	Buy	13,386 +1,023	+8%	+$47.9K	0.13%	115
2022 Q4	$574K	Buy	12,363 +737	+6%	+$34.1K	0.13%	115
2022 Q3	$536K	Buy	11,626 +1,828	+19%	+$86.3K	0.13%	126
2022 Q2	$468K	Buy	9,798 +840	+9%	+$40.1K	0.1%	153
2022 Q1	$434K	Sell	8,958 -55	-0.6%	-$2.72K	0.09%	160
2021 Q4	$444K	Sell	9,013 -23,096	-72%	-$1.17M	0.09%	163
2021 Q3	$1.64M	Sell	32,109 -6,551	-17%	-$336K	0.37%	47
2021 Q2	$1.98M	Sell	38,660 -6,031	-13%	-$310K	0.45%	43
2021 Q1	$2.29M	Sell	44,691 -9,678	-18%	-$498K	0.55%	35
2020 Q4	$2.8M	Buy	54,369 +50,344	+1,251%	+$2.59M	0.71%	27
2020 Q3	$207K	Hold	4,025	–	–	0.07%	157
2020 Q2	$207K	Buy	+4,025	New	+$206K	0.07%	154
2019 Q4	–	Sell	-7,522	Closed	-$380K	–	171
2019 Q3	$380K	Sell	7,522 -4,818	-39%	-$243K	0.16%	76
2019 Q2	$624K	Buy	+12,340	New	+$616K	0.28%	52

Other funds holding ISTB