Better Money Decisions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Better Money Decisions’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
2021 Q4	–	Sell	-1,264	Closed	-$65K	–	311
2021 Q3	$65K	Sell	1,264 -133	-10%	-$6.82K	0.05%	139
2021 Q2	$72K	Buy	1,397 +6	+0.4%	+$308	0.06%	125
2021 Q1	$71K	Buy	+1,391	New	+$71.6K	0.07%	107

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Better Money Decisions's ISTB Position: Q4 2021 in Review

Better Money Decisions sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 1,264 shares — an estimated $65K sold.

Better Money Decisions first reported a position in ISTB in Q1 2021 and held it in 3 quarters. The position peaked at $72K in Q2 2021. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

Better Money Decisions reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
Better Money Decisions sold 1,264 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $65K.
Better Money Decisions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and held it in 3 quarters.
Better Money Decisions's iShares Core 1-5 Year USD Bond ETF position peaked at $72K in Q2 2021.
392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.