BDO Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$31.9K	Buy	684 +4	+0.6%	+$188	﹤0.01%	503
2023 Q1	$32.1K	Sell	680 -117	-15%	-$5.48K	﹤0.01%	500
2022 Q4	$37K	Buy	797 +5	+0.6%	+$231	﹤0.01%	462
2022 Q3	$37K	Buy	792 +3	+0.4%	+$142	﹤0.01%	457
2022 Q2	$37K	Buy	789 +3	+0.4%	+$143	﹤0.01%	458
2022 Q1	$38K	Sell	786 -4,998	-86%	-$247K	﹤0.01%	479
2021 Q4	$292K	Sell	5,784 -21	-0.4%	-$1.06K	0.03%	237
2021 Q3	$296K	Sell	5,805 -97	-2%	-$4.97K	0.03%	235
2021 Q2	$303K	Buy	5,902 +3	+0.1%	+$154	0.03%	238
2021 Q1	$303K	Buy	5,899 +2	+0%	+$103	0.04%	232
2020 Q4	$305K	Buy	5,897 +4	+0.1%	+$206	0.04%	195
2020 Q3	$304K	Buy	5,893 +3	+0.1%	+$155	0.05%	174
2020 Q2	$303K	Buy	5,890 +4	+0.1%	+$204	0.05%	174
2020 Q1	$297K	Buy	5,886 +5,586	+1,862%	+$282K	0.06%	165
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	406
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	423
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	411
2019 Q1	$15K	Sell	300 -20	-6%	-$989	﹤0.01%	391
2018 Q4	$16K	Sell	320 -624	-66%	-$30.5K	0.01%	365
2018 Q3	$46K	Sell	944 -693	-42%	-$34K	0.01%	302
2018 Q2	$80K	Sell	1,637 -616	-27%	-$30.2K	0.03%	234
2018 Q1	$111K	Buy	+2,253	New	+$111K	0.04%	177
2017 Q3	–	Sell	-2,937	Closed	-$148K	–	493
2017 Q2	$148K	Buy	+2,937	New	+$148K	0.06%	140

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

BDO Wealth Advisors's ISTB Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.59% in Q2 2023, buying an estimated $188 and bringing the position to 684 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

BDO Wealth Advisors first reported a position in ISTB in Q2 2017 and has held it in 23 quarters since. The position peaked at $305K in Q4 2020. 386 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

BDO Wealth Advisors held 684 shares of iShares Core 1-5 Year USD Bond ETF worth $31.9K as of Q2 2023.
BDO Wealth Advisors bought 4 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $188.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #503 holding.
BDO Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $305K in Q4 2020.
386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.