Fonville Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Fonville Wealth Management LLC holds 162,771 shares of ISTB stock, worth $7.84 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

162,771

Previous 129,489 25.7%

Holding current value

$7.84 Million

Previous $6.19 Billion 27.37%

% of portfolio

2.32%

Previous 2.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$47.59 - $48.35 $1.58 Million - $1.61 Million	33,282 Added 25.7%	162,771 $7.88 Billion
Q4 2024 Jan 28, 2025	BUY	$47.58 - $48.56 $1.04 Million - $1.06 Million	21,796 Added 20.24%	129,489 $6.19 Billion
Q3 2024 Oct 28, 2024	BUY	$47.18 - $48.74 $113,515 - $117,268	2,406 Added 2.29%	107,693 $5.24 Billion
Q2 2024 Jul 30, 2024	BUY	$46.84 - $47.46 $374 - $379	8 Added 0.01%	105,287 $4.99 Billion
Q1 2024 Apr 26, 2024	BUY	$47.16 - $47.73 $235,752 - $238,602	4,999 Added 4.99%	105,279 $4.99 Billion
Q4 2023 Jan 31, 2024	BUY	$46.0 - $47.56 $4.61 Million - $4.77 Million	100,280 New	100,280 $4.77 Billion

Others Institutions Holding ISTB

# of Institutions

419

Shares Held

61M

Call Options Held

Put Options Held

100

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About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History