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

AmeriServ Wealth 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
2023
Q1 		– Sell
-9,305
Closed -$432K – 45
2022
Q4 		$432K Buy
+9,305
New +$431K 0.86% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AmeriServ Wealth Advisors's ISTB Position: Q1 2023 in Review

AmeriServ Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 9,305 shares — an estimated $432K sold.

AmeriServ Wealth Advisors first reported a position in ISTB in Q4 2022 and held it in 1 quarter. The position peaked at $432K in Q4 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • AmeriServ Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 9,305 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $432K.
  • AmeriServ Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • AmeriServ Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $432K in Q4 2022.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.