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

Broadview Financial 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
2022
Q2 		– Sell
-5,406
Closed -$262K – 46
2022
Q1 		$262K Sell
5,406
-88
-2% -$4.35K 0.19% 42
2021
Q4 		$277K Sell
5,494
-19
-0.3% -$962 0.2% 43
2021
Q3 		$282K Buy
5,513
+21
+0.4% +$1.08K 0.22% 40
2021
Q2 		$282K Buy
5,492
+602
+12% +$30.9K 0.21% 40
2021
Q1 		$251K Buy
4,890
+14
+0.3% +$721 0.2% 41
2020
Q4 		$252K Buy
4,876
+401
+9% +$20.7K 0.19% 44
2020
Q3 		$231K Buy
4,475
+139
+3% +$7.17K 0.19% 43
2020
Q2 		$223K Buy
+4,336
New +$222K 0.18% 42
2020
Q1 		– Sell
-4,852
Closed -$245K – 41
2019
Q4 		$245K Buy
4,852
+23
+0.5% +$1.16K 0.17% 44
2019
Q3 		$244K Buy
4,829
+33
+0.7% +$1.66K 0.18% 42
2019
Q2 		$242K Buy
4,796
+34
+0.7% +$1.7K 0.18% 42
2019
Q1 		$237K Buy
4,762
+530
+13% +$26.2K 0.18% 43
2018
Q4 		$208K Sell
4,232
-998
-19% -$48.7K 0.18% 50
2018
Q3 		$256K Buy
5,230
+34
+0.7% +$1.67K 0.23% 35
2018
Q2 		$255K Buy
5,196
+235
+5% +$11.5K 0.25% 35
2018
Q1 		$245K Buy
4,961
+19
+0.4% +$939 0.24% 35
2017
Q4 		$246K Buy
+4,942
New +$247K 0.24% 36

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

Broadview Financial Management's ISTB Position: Q2 2022 in Review

Broadview Financial Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 5,406 shares — an estimated $262K sold.

Broadview Financial Management first reported a position in ISTB in Q4 2017 and held it in 17 quarters. The position peaked at $282K in Q3 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Broadview Financial Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Broadview Financial Management sold 5,406 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $262K.
  • Broadview Financial Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 17 quarters.
  • Broadview Financial Management's iShares Core 1-5 Year USD Bond ETF position peaked at $282K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Broadview Financial Management's 13F filing for Q2 2022, filed 3 Aug 2022.