APWA
ISTB icon

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return