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AJ Wealth Strategies’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

AJ Wealth Strategies’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
Q4 		– Sell
-27,062
Closed -$1.25M – 312
2022
Q3 		$1.25M Sell
27,062
-6,381
-19% -$301K 0.07% 115
2022
Q2 		$1.58M Sell
33,443
-271,658
-89% -$13M 0.08% 101
2022
Q1 		$14.8M Buy
305,101
+26,153
+9% +$1.29M 0.73% 23
2021
Q4 		$14.1M Buy
278,948
+8,969
+3% +$454K 0.67% 22
2021
Q3 		$13.8M Buy
269,979
+89,980
+50% +$4.61M 0.74% 18
2021
Q2 		$9.23M Buy
179,999
+81,440
+83% +$4.18M 0.55% 21
2021
Q1 		$5.05M Buy
98,559
+38,326
+64% +$1.97M 0.36% 33
2020
Q4 		$3.11M Buy
60,233
+6,994
+13% +$360K 0.27% 41
2020
Q3 		$2.74M Sell
53,239
-19,368
-27% -$999K 0.28% 40
2020
Q2 		$3.74M Buy
72,607
+8,107
+13% +$414K 0.41% 32
2020
Q1 		$3.26M Buy
64,500
+5,665
+10% +$286K 0.44% 31
2019
Q4 		$2.96M Sell
58,835
-1,398
-2% -$70.4K 0.35% 29
2019
Q3 		$3.04M Sell
60,233
-21,634
-26% -$1.09M 0.4% 27
2019
Q2 		$4.13M Buy
81,867
+65,687
+406% +$3.28M 0.61% 22
2019
Q1 		$807K Buy
+16,180
New +$800K 0.13% 54

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AJ Wealth Strategies's ISTB Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 27,062 shares — an estimated $1.25M sold.

AJ Wealth Strategies first reported a position in ISTB in Q1 2019 and held it in 15 quarters. The position peaked at $14.8M in Q1 2022. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

  • AJ Wealth Strategies reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 27,062 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $1.25M.
  • AJ Wealth Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 15 quarters.
  • AJ Wealth Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $14.8M in Q1 2022.
  • 387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.