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Adero Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Adero Partners’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
-9,700
Closed -$459K – 244
2024
Q2 		$459K Buy
+9,700
New +$457K 0.03% 122

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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

Adero Partners's ISTB Position: Q3 2024 in Review

Adero Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 9,700 shares — an estimated $459K sold.

Adero Partners first reported a position in ISTB in Q2 2024 and held it in 1 quarter. The position peaked at $459K in Q2 2024. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • Adero Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Adero Partners sold 9,700 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $459K.
  • Adero Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and held it in 1 quarter.
  • Adero Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $459K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Adero Partners's 13F filing for Q3 2024, filed 6 Nov 2024.