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

Ahrens Investment 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
2022
Q3 		– Sell
-200
Closed -$9K – 528
2022
Q2 		$9K Hold
200
– – ﹤0.01% 663
2022
Q1 		$10K Sell
200
-100
-33% -$4.94K ﹤0.01% 727
2021
Q4 		$15K Buy
+300
New +$15.2K 0.01% 642

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Bank of America
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ahrens Investment Partners's ISTB Position: Q3 2022 in Review

Ahrens Investment Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Ahrens Investment Partners first reported a position in ISTB in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

  • Ahrens Investment Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 200 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $9K.
  • Ahrens Investment Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $15K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.