Baker Tilly Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Baker Tilly 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
2024 Q1	–	Sell	-4,207	Closed	-$200K	–	442
2023 Q4	$200K	Sell	4,207 -1,200	-22%	-$56K	0.03%	453
2023 Q3	$251K	Hold	5,407	–	–	0.04%	394
2023 Q2	$252K	Sell	5,407 -810	-13%	-$38.1K	0.03%	481
2023 Q1	$293K	Buy	6,217 +1,717	+38%	+$80.4K	0.03%	454
2022 Q4	$209K	Buy	4,500 +43	+1%	+$1.99K	0.03%	501
2022 Q3	$205K	Hold	4,457	–	–	0.03%	473
2022 Q2	$211K	Buy	4,457 +220	+5%	+$10.5K	0.03%	461
2022 Q1	$205K	Buy	+4,237	New	+$209K	0.02%	491

Other funds holding ISTB

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

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJA

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

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

Baker Tilly Wealth Management's ISTB Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 4,207 shares — an estimated $200K sold.

Baker Tilly Wealth Management first reported a position in ISTB in Q1 2022 and held it in 8 quarters. The position peaked at $293K in Q1 2023. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

Baker Tilly Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 4,207 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $200K.
Baker Tilly Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 8 quarters.
Baker Tilly Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $293K in Q1 2023.
379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.