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Boston Mountain Money Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Boston Mountain Money 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
Q3 		$8.12M Buy
166,724
+9,272
+6% +$446K 4.71% 7
2024
Q2 		$7.46M Sell
157,452
-11,572
-7% -$546K 4.92% 7
2024
Q1 		$8.02M Buy
+169,024
New +$8.01M 5.49% 7

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Mountain Money Management's ISTB Position: Q3 2024 in Review

Boston Mountain Money Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.9% in Q3 2024, buying an estimated $446K and bringing the position to 166,724 shares worth $8.12M. The position accounts for 4.71% of the portfolio, ranked #7.

Boston Mountain Money Management first reported a position in ISTB in Q1 2024 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • Boston Mountain Money Management held 166,724 shares of iShares Core 1-5 Year USD Bond ETF worth $8.12M as of Q3 2024.
  • Boston Mountain Money Management bought 9,272 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $446K.
  • iShares Core 1-5 Year USD Bond ETF made up 4.71% of Boston Mountain Money Management's portfolio in Q3 2024, its #7 holding.
  • Boston Mountain Money Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.