BW
ISTB icon

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return