Bedel Financial Consulting’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bedel Financial Consulting’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	–	Sell	-16	Closed	-$1K	–	525
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	926
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	952
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	939
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	932
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	895
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	798
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	775
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	740
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	747
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	730
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	710
2019 Q2	$1K	Buy	16 +2	+14%	+$100	﹤0.01%	687
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	678
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	649
2018 Q3	$0	Sell	14 -161	-92%	-$7.89K	﹤0.01%	700
2018 Q2	$9K	Buy	175 +161	+1,150%	+$7.9K	0.01%	487
2018 Q1	$1K	Buy	+14	New	+$692	﹤0.01%	648

Other funds holding ISTB

RJA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

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

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

Bedel Financial Consulting's ISTB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in ISTB in Q1 2018 and held it in 17 quarters. The position peaked at $9K in Q2 2018. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 16 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares Core 1-5 Year USD Bond ETF position peaked at $9K in Q2 2018.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.