9258 Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

9258 Wealth Management’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,298	Closed	-$217K	–	372
2021 Q4	$217K	Sell	4,298 -549	-11%	-$27.8K	0.05%	339
2021 Q3	$248K	Buy	+4,847	New	+$248K	0.07%	296

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

9258 Wealth Management's ISTB Position: Q1 2022 in Review

9258 Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 4,298 shares — an estimated $217K sold.

9258 Wealth Management first reported a position in ISTB in Q3 2021 and held it in 2 quarters. The position peaked at $248K in Q3 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

9258 Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 4,298 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $217K.
9258 Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 2 quarters.
9258 Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $248K in Q3 2021.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.