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Ausdal Financial Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-10,860
Closed -$501K – 466
2022
Q3 		$501K Sell
10,860
-67
-0.6% -$3.16K 0.08% 241
2022
Q2 		$518K Buy
10,927
+93
+0.9% +$4.44K 0.08% 255
2022
Q1 		$525K Sell
10,834
-643
-6% -$31.8K 0.07% 273
2021
Q4 		$579K Sell
11,477
-1,429
-11% -$72.4K 0.08% 258
2021
Q3 		$659K Buy
+12,906
New +$661K 0.1% 235
2020
Q4 		– Sell
-4,334
Closed -$223K – 429
2020
Q3 		$223K Sell
4,334
-6
-0.1% -$309 0.05% 313
2020
Q2 		$223K Buy
4,340
+127
+3% +$6.49K 0.07% 251
2020
Q1 		$215K Buy
4,213
+27
+0.6% +$1.36K 0.08% 241
2019
Q4 		$212K Sell
4,186
-790
-16% -$39.8K 0.06% 296
2019
Q3 		$251K Buy
4,976
+10
+0.2% +$504 0.09% 255
2019
Q2 		$250K Buy
4,966
+12
+0.2% +$599 0.1% 242
2019
Q1 		$247K Buy
4,954
+24
+0.5% +$1.19K 0.1% 223
2018
Q4 		$242K Sell
4,930
-19
-0.4% -$927 0.12% 200
2018
Q3 		$242K Buy
4,949
+95
+2% +$4.66K 0.07% 327
2018
Q2 		$238K Buy
4,854
+31
+0.6% +$1.52K 0.07% 322
2018
Q1 		$238K Buy
4,823
+18
+0.4% +$890 0.08% 297
2017
Q4 		$239K Buy
4,805
+31
+0.6% +$1.55K 0.09% 296
2017
Q3 		$240K Buy
4,774
+26
+0.5% +$1.31K 0.1% 272
2017
Q2 		$239K Sell
4,748
-669
-12% -$33.6K 0.1% 253
2017
Q1 		$272K Sell
5,417
-492
-8% -$24.6K 0.12% 210
2016
Q4 		$295K Buy
5,909
+35
+0.6% +$1.76K 0.14% 181
2016
Q3 		$298K Buy
5,874
+28
+0.5% +$1.42K 0.15% 169
2016
Q2 		$297K Buy
+5,846
New +$295K 0.15% 164

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ausdal Financial Partners's ISTB Position: Q4 2022 in Review

Ausdal Financial Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 10,860 shares — an estimated $501K sold.

Ausdal Financial Partners first reported a position in ISTB in Q2 2016 and held it in 23 quarters. The position peaked at $659K in Q3 2021. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

  • Ausdal Financial Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 10,860 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $501K.
  • Ausdal Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2016 and held it in 23 quarters.
  • Ausdal Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $659K in Q3 2021.
  • 387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.