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

Atlas Private 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
2021 Q4	–	Sell	-375	Closed	-$19K	–	421
2021 Q3	$19K	Hold	375	–	–	0.01%	360
2021 Q2	$19K	Hold	375	–	–	0.01%	372
2021 Q1	$19K	Hold	375	–	–	0.01%	388
2020 Q4	$19K	Hold	375	–	–	0.01%	339
2020 Q3	$19K	Hold	375	–	–	0.02%	316
2020 Q2	$19K	Buy	+375	New	+$19.2K	0.02%	322

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atlas Private Wealth Advisors's ISTB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 375 shares — an estimated $19K sold.

Atlas Private Wealth Advisors first reported a position in ISTB in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q3 2021. 390 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 375 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $19K.
Atlas Private Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $19K in Q3 2021.
390 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.