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

Accurate 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
2023
Q3 		– Sell
-5,368
Closed -$251K – 286
2023
Q2 		$251K Sell
5,368
-22,834
-81% -$1.07M 0.08% 226
2023
Q1 		$1.33M Buy
28,202
+26,597
+1,657% +$1.25M 0.46% 57
2022
Q4 		$75.2K Buy
+1,605
New +$74.3K 0.03% 366

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accurate Wealth Management's ISTB Position: Q3 2023 in Review

Accurate Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 5,368 shares — an estimated $251K sold.

Accurate Wealth Management first reported a position in ISTB in Q4 2022 and held it in 3 quarters. The position peaked at $1.33M in Q1 2023. 358 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • Accurate Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5,368 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $251K.
  • Accurate Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.33M in Q1 2023.
  • 358 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.