Valley Forge Investment Consultants Inc Adv Ihares Core 1 5 Years Usd Bond Transaction History

Valley Forge Investment Consultants Inc Adv

$280 Million
Q1 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 5,498 shares of ISTB stock, worth $267,257. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,498

Previous 5,319 3.37%

Holding current value

$267,257

Previous $254,000 4.33%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$47.59 - $48.35 $8,518 - $8,654	179 Added 3.37%	5,498 $265,000
Q4 2024 Feb 12, 2025	BUY	$47.58 - $48.56 $3,330 - $3,399	70 Added 1.33%	5,319 $254,000
Q3 2024 Nov 14, 2024	BUY	$47.18 - $48.74 $13,540 - $13,988	287 Added 5.78%	5,249 $255,000
Q2 2024 Aug 09, 2024	BUY	$46.84 - $47.46 $3,372 - $3,417	72 Added 1.47%	4,962 $235,000
Q1 2024 Apr 30, 2024	BUY	$47.16 - $47.73 $25,937 - $26,251	550 Added 12.67%	4,890 $231,000
Q4 2023 Feb 09, 2024	BUY	$46.0 - $47.56 $199,640 - $206,410	4,340 New	4,340 $206,000
Q4 2022 Feb 14, 2023	SELL	$45.61 - $46.84 $317,445 - $326,006	-6,960 Reduced 57.22%	5,203 $241,000
Q3 2022 Nov 10, 2022	BUY	$45.93 - $47.9 $55,759 - $58,150	1,214 Added 11.09%	12,163 $561,000
Q2 2022 Aug 03, 2022	SELL	$46.78 - $48.31 $16,326 - $16,860	-349 Reduced 3.09%	10,949 $519,000
Q1 2022 May 06, 2022	SELL	$48.28 - $50.36 $64,936 - $67,734	-1,345 Reduced 10.64%	11,298 $548,000
Q4 2021 Feb 10, 2022	SELL	$50.4 - $51.06 $248,320 - $251,572	-4,927 Reduced 28.04%	12,643 $638,000
Q3 2021 Nov 05, 2021	SELL	$51.04 - $51.35 $94,321 - $94,894	-1,848 Reduced 9.52%	17,570 $901,000
Q3 2021 Nov 05, 2021	BUY	$51.04 - $51.35 $94,321 - $94,894	1,848 Added 10.52%	19,418 $992,000
Q2 2021 Aug 10, 2021	BUY	$51.18 - $51.42 $3,736 - $3,753	73 Added 0.42%	17,570 $901,000
Q1 2021 May 04, 2021	BUY	$51.2 - $51.67 $2,713 - $2,738	53 Added 0.3%	17,497 $897,000
Q4 2020 Feb 04, 2021	BUY	$51.33 - $51.65 $895,400 - $900,982	17,444 New	17,444 $901,000

Others Institutions Holding ISTB

# of Institutions

414

Shares Held

61.3M

Call Options Held

Put Options Held

100

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Account

Valley Forge Investment Consultants Inc Adv Ihares Core 1 5 Years Usd Bond Transaction History