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

Bison Wealth’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	-200	Closed	-$10K	–	346
2022 Q1	$10K	Buy	+200	New	+$9.88K	0.01%	332
2021 Q4	–	Sell	-565	Closed	-$29K	–	409
2021 Q3	$29K	Hold	565	–	–	0.01%	351
2021 Q2	$29K	Sell	565 -2,480	-81%	-$127K	0.01%	341
2021 Q1	$156K	Sell	3,045 -1,135	-27%	-$58.4K	0.07%	247
2020 Q4	$216K	Hold	4,180	–	–	0.1%	213
2020 Q3	$215K	Buy	4,180 +2,030	+94%	+$105K	0.13%	170
2020 Q2	$111K	Buy	2,150 +1,950	+975%	+$99.6K	0.07%	215
2020 Q1	$10K	Hold	200	–	–	0.01%	294
2019 Q4	$10K	Buy	+200	New	+$10.1K	﹤0.01%	353

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

Bison Wealth's ISTB Position: Q2 2022 in Review

Bison Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 200 shares — an estimated $10K sold.

Bison Wealth first reported a position in ISTB in Q4 2019 and held it in 9 quarters. The position peaked at $216K in Q4 2020. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Bison Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Bison Wealth sold 200 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $10K.
Bison Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 9 quarters.
Bison Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $216K in Q4 2020.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Bison Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.