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Acorn Financial Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Acorn Financial Advisory Services’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
Q2 		– Sell
-4,527
Closed -$215K – 206
2024
Q1 		$215K Sell
4,527
-53,042
-92% -$2.51M 0.04% 196
2023
Q4 		$2.73M Sell
57,569
-17,816
-24% -$832K 0.48% 22
2023
Q3 		$3.49M Sell
75,385
-2,443
-3% -$114K 0.62% 23
2023
Q2 		$3.63M Buy
77,828
+10
+0% +$470 0.64% 19
2023
Q1 		$3.67M Sell
77,818
-819
-1% -$38.3K 0.71% 17
2022
Q4 		$3.65M Sell
78,637
-34,439
-30% -$1.59M 0.78% 16
2022
Q3 		$5.21M Sell
113,076
-16,964
-13% -$800K 1.24% 12
2022
Q2 		$6.16M Sell
130,040
-754
-0.6% -$36K 1.47% 12
2022
Q1 		$6.34M Buy
130,794
+28,218
+28% +$1.39M 1.27% 12
2021
Q4 		$5.18M Buy
102,576
+45,480
+80% +$2.3M 1.04% 14
2021
Q3 		$2.92M Buy
57,096
+24,517
+75% +$1.26M 0.9% 20
2021
Q2 		$1.67M Buy
32,579
+11,590
+55% +$595K 0.49% 58
2021
Q1 		$1.08M Buy
20,989
+1,354
+7% +$69.7K 0.39% 71
2020
Q4 		$1.01M Buy
19,635
+7,385
+60% +$380K 0.4% 76
2020
Q3 		$631K Buy
+12,250
New +$632K 0.33% 89

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Acorn Financial Advisory Services's ISTB Position: Q2 2024 in Review

Acorn Financial Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 4,527 shares — an estimated $215K sold.

Acorn Financial Advisory Services first reported a position in ISTB in Q3 2020 and held it in 15 quarters. The position peaked at $6.34M in Q1 2022. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Acorn Financial Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 4,527 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $215K.
  • Acorn Financial Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 15 quarters.
  • Acorn Financial Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $6.34M in Q1 2022.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2024, filed 1 Aug 2024.