ACP
ISTB icon

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return