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

Buckingham Strategic 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
2024
Q2 		$623K Sell
13,151
-1,471
-10% -$69.4K 0.01% 423
2024
Q1 		$694K Sell
14,622
-30,449
-68% -$1.44M 0.01% 403
2023
Q4 		$2.14M Buy
+45,071
New +$2.1M 0.03% 225
2021
Q1 		– Sell
-4,307
Closed -$222K – 561
2020
Q4 		$222K Buy
+4,307
New +$222K 0.01% 486

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Buckingham Strategic Wealth's ISTB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 10% in Q2 2024, selling an estimated $69.4K and leaving 13,151 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #423.

Buckingham Strategic Wealth first reported a position in ISTB in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.14M in Q4 2023. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Buckingham Strategic Wealth held 13,151 shares of iShares Core 1-5 Year USD Bond ETF worth $623K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,471 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $69.4K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #423 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • Buckingham Strategic Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $2.14M in Q4 2023.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.