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Ackerman Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ackerman Capital Advisors’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
2024
Q3 		– Sell
-4,912
Closed -$233K – 103
2024
Q2 		$233K Hold
4,912
– – 0.06% 90
2024
Q1 		$233K Hold
4,912
– – 0.06% 90
2023
Q4 		$234K Buy
+4,912
New +$229K 0.07% 92
2022
Q1 		– Sell
-3,974
Closed -$200K – 119
2021
Q4 		$200K Hold
3,974
– – 0.05% 111
2021
Q3 		$203K Sell
3,974
-881
-18% -$45.1K 0.05% 105
2021
Q2 		$249K Sell
4,855
-9,829
-67% -$504K 0.06% 104
2021
Q1 		$753K Sell
14,684
-613
-4% -$31.6K 0.18% 54
2020
Q4 		$790K Sell
15,297
-9,717
-39% -$501K 0.2% 48
2020
Q3 		$1.29M Sell
25,014
-99
-0.4% -$5.11K 0.36% 31
2020
Q2 		$1.29M Buy
+25,113
New +$1.28M 0.39% 31

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ackerman Capital Advisors's ISTB Position: Q3 2024 in Review

Ackerman Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 4,912 shares — an estimated $233K sold.

Ackerman Capital Advisors first reported a position in ISTB in Q2 2020 and held it in 10 quarters. The position peaked at $1.29M in Q2 2020. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • Ackerman Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ackerman Capital Advisors sold 4,912 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $233K.
  • Ackerman Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 10 quarters.
  • Ackerman Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.29M in Q2 2020.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Ackerman Capital Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.