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

American Portfolios 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
2022
Q3 		$117K Hold
2,530
– – ﹤0.01% 1270
2022
Q2 		$120K Sell
2,530
-518
-17% -$24.7K ﹤0.01% 1310
2022
Q1 		$148K Hold
3,048
– – 0.01% 1321
2021
Q4 		$154K Buy
3,048
+114
+4% +$5.77K 0.01% 1294
2021
Q3 		$150K Buy
2,934
+494
+20% +$25.3K 0.01% 1269
2021
Q2 		$125K Sell
2,440
-200
-8% -$10.3K ﹤0.01% 1321
2021
Q1 		$135K Hold
2,640
– – 0.01% 1205
2020
Q4 		$136K Hold
2,640
– – 0.01% 1031
2020
Q3 		$136K Hold
2,640
– – 0.01% 950
2020
Q2 		$136K Hold
2,640
– – 0.01% 880
2020
Q1 		$133K Hold
2,640
– – 0.01% 791
2019
Q4 		$133K Hold
2,640
– – 0.01% 914
2019
Q3 		$133K Hold
2,640
– – 0.01% 863
2019
Q2 		$133K Hold
2,640
– – 0.01% 871
2019
Q1 		$132K Hold
2,640
– – 0.01% 774
2018
Q4 		$130K Buy
2,640
+40
+2% +$1.95K 0.02% 652
2018
Q3 		$127K Buy
2,600
+490
+23% +$24K 0.01% 742
2018
Q2 		$104K Sell
2,110
-69
-3% -$3.39K 0.01% 786
2018
Q1 		$108K Buy
2,179
+69
+3% +$3.41K 0.02% 725
2017
Q4 		$105K Buy
+2,110
New +$105K 0.02% 713

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $6.73T AUM 46.02% 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

American Portfolios Advisors's ISTB Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2022 at 2,530 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

American Portfolios Advisors first reported a position in ISTB in Q4 2017 and has held it in 20 quarters since. The position peaked at $154K in Q4 2021. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

  • American Portfolios Advisors held 2,530 shares of iShares Core 1-5 Year USD Bond ETF worth $117K as of Q3 2022.
  • American Portfolios Advisors left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2022.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1270 holding.
  • American Portfolios Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $154K 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 American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.