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

Aveo Capital 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
2020 Q4	–	Sell	-6,962	Closed	-$359K	–	116
2020 Q3	$359K	Buy	+6,962	New	+$359K	0.13%	139
2020 Q2	–	Sell	-10,905	Closed	-$551K	–	99
2020 Q1	$551K	Buy	10,905 +2,332	+27%	+$118K	0.27%	78
2019 Q4	$432K	Buy	8,573 +305	+4%	+$15.4K	0.17%	114
2019 Q3	$416K	Buy	8,268 +1,378	+20%	+$69.5K	0.17%	106
2019 Q2	$347K	Hold	6,890	–	–	0.15%	121
2019 Q1	$344K	Sell	6,890 -866	-11%	-$42.8K	0.16%	106
2018 Q4	$381K	Hold	7,756	–	–	0.19%	81
2018 Q3	$378K	Hold	7,756	–	–	0.17%	86
2018 Q2	$381K	Hold	7,756	–	–	0.17%	87
2018 Q1	$383K	Buy	+7,756	New	+$383K	0.16%	87

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Aveo Capital Partners's ISTB Position: Q4 2020 in Review

Aveo Capital Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 6,962 shares — an estimated $359K sold.

Aveo Capital Partners first reported a position in ISTB in Q1 2018 and held it in 10 quarters. The position peaked at $551K in Q1 2020. 314 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

Aveo Capital Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
Aveo Capital Partners sold 6,962 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $359K.
Aveo Capital Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 10 quarters.
Aveo Capital Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $551K in Q1 2020.
314 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Aveo Capital Partners's 13F filing for Q4 2020, filed 10 Feb 2021.