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

Birchcreek 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
-5,585
Closed -$266K – 159
2023
Q4 		$266K Sell
5,585
-10,370
-65% -$484K 0.16% 113
2023
Q3 		$740K Sell
15,955
-2,428
-13% -$113K 0.5% 50
2023
Q2 		$857K Sell
18,383
-51,621
-74% -$2.43M 0.6% 46
2023
Q1 		$3.3M Buy
70,004
+1,327
+2% +$62.1K 2.61% 7
2022
Q4 		$3.19M Sell
68,677
-8,968
-12% -$415K 2.84% 6
2022
Q3 		$3.58M Buy
77,645
+331
+0.4% +$15.6K 3.32% 5
2022
Q2 		$3.67M Sell
77,314
-7,876
-9% -$376K 3.29% 5
2022
Q1 		$4.13M Sell
85,190
-7,307
-8% -$361K 3.66% 5
2021
Q4 		$4.67M Sell
92,497
-1,377
-1% -$69.7K 4.07% 3
2021
Q3 		$4.79M Buy
93,874
+2,942
+3% +$151K 4.47% 3
2021
Q2 		$4.66M Buy
90,932
+9,172
+11% +$471K 4.49% 3
2021
Q1 		$4.19M Buy
81,760
+4,847
+6% +$250K 4.44% 3
2020
Q4 		$3.97M Buy
+76,913
New +$3.96M 3.9% 2

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Birchcreek Wealth Management's ISTB Position: Q1 2024 in Review

Birchcreek Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 5,585 shares — an estimated $266K sold.

Birchcreek Wealth Management first reported a position in ISTB in Q4 2020 and held it in 13 quarters. The position peaked at $4.79M in Q3 2021. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Birchcreek Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,585 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $266K.
  • Birchcreek Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 13 quarters.
  • Birchcreek Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $4.79M in Q3 2021.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Birchcreek Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.