Beacon Bridge Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Beacon Bridge Wealth 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
2024 Q1	–	Sell	-5,371	Closed	-$255K	–	104
2023 Q4	$255K	Hold	5,371	–	–	0.13%	81
2023 Q3	$249K	Sell	5,371 -859	-14%	-$40K	0.13%	78
2023 Q2	$291K	Sell	6,230 -151,107	-96%	-$7.1M	0.15%	65
2023 Q1	$7.42M	Buy	157,337 +27,898	+22%	+$1.31M	4.45%	6
2022 Q4	$6.01M	Buy	+129,439	New	+$5.99M	4.37%	6

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

RJA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Beacon Bridge Wealth Partners's ISTB Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 5,371 shares — an estimated $255K sold.

Beacon Bridge Wealth Partners first reported a position in ISTB in Q4 2022 and held it in 5 quarters. The position peaked at $7.42M in Q1 2023. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 5,371 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $255K.
Beacon Bridge Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $7.42M 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 Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.