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Bristlecone Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bristlecone Advisors’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
2023
Q3 		– Sell
-4,325
Closed -$202K – 267
2023
Q2 		$202K Hold
4,325
– – 0.02% 258
2023
Q1 		$204K Hold
4,325
– – 0.02% 258
2022
Q4 		$201K Buy
+4,325
New +$200K 0.02% 256

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bristlecone Advisors's ISTB Position: Q3 2023 in Review

Bristlecone Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 4,325 shares — an estimated $202K sold.

Bristlecone Advisors first reported a position in ISTB in Q4 2022 and held it in 3 quarters. The position peaked at $204K in Q1 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • Bristlecone Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 4,325 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $202K.
  • Bristlecone Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 3 quarters.
  • Bristlecone Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $204K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Bristlecone Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.