B. Riley Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

B. Riley Wealth Management’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 Q2	$1.29K	Sell	27,237 -3,366	-11%	-$161K	﹤0.01%	265
2022 Q1	$1.48M	Sell	30,603 -3,846	-11%	-$190K	0.11%	173
2021 Q4	$1.74M	Buy	34,449 +2,260	+7%	+$114K	0.12%	166
2021 Q3	$1.64M	Buy	32,189 +2,350	+8%	+$120K	0.13%	163
2021 Q2	$1.53M	Buy	29,839 +400	+1%	+$20.5K	0.17%	129
2021 Q1	$1.51M	Buy	+29,439	New	+$1.52M	0.18%	119

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

B. Riley Wealth Management's ISTB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q2 2022, selling an estimated $161K and leaving 27,237 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

B. Riley Wealth Management first reported a position in ISTB in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

B. Riley Wealth Management held 27,237 shares of iShares Core 1-5 Year USD Bond ETF worth $1.29K as of Q2 2022.
B. Riley Wealth Management sold 3,366 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $161K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #265 holding.
B. Riley Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.74M in Q4 2021.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.