Asset Planning Services (Pennsylvania)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q4	$595K	Hold	11,800	–	–	0.28%	48
2021 Q3	$603K	Buy	+11,800	New	+$605K	0.29%	46
2020 Q4	–	Sell	-8,002	Closed	-$412K	–	73
2020 Q3	$412K	Hold	8,002	–	–	0.18%	59
2020 Q2	$412K	Hold	8,002	–	–	0.18%	57
2020 Q1	$404K	Hold	8,002	–	–	0.2%	56
2019 Q4	$405K	Buy	8,002 +1	+0%	+$50	0.17%	61
2019 Q3	$404K	Buy	8,001 +15	+0.2%	+$756	0.18%	60
2019 Q2	$403K	Hold	7,986	–	–	0.18%	59
2019 Q1	$398K	Hold	7,986	–	–	0.18%	57
2018 Q4	$392K	Buy	+7,986	New	+$390K	0.2%	54

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ISTB Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q4 2021 at 11,800 shares worth $595K. The position accounts for 0.28% of the portfolio, ranked #48.

Asset Planning Services (Pennsylvania) first reported a position in ISTB in Q4 2018 and has held it in 10 quarters since. The position peaked at $603K in Q3 2021. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

Asset Planning Services (Pennsylvania) held 11,800 shares of iShares Core 1-5 Year USD Bond ETF worth $595K as of Q4 2021.
Asset Planning Services (Pennsylvania) left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q4 2021.
iShares Core 1-5 Year USD Bond ETF made up 0.28% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #48 holding.
Asset Planning Services (Pennsylvania) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 10 quarters since.
Asset Planning Services (Pennsylvania)'s iShares Core 1-5 Year USD Bond ETF position peaked at $603K in Q3 2021.
392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.