CWM
ISTB icon

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

Campbell Wealth 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
Q1 		– Sell
-4,793
Closed -$228K – 94
2023
Q4 		$228K Hold
4,793
– – 0.03% 58
2023
Q3 		$222K Hold
4,793
– – 0.03% 67
2023
Q2 		$224K Sell
4,793
-3,736
-44% -$176K 0.03% 66
2023
Q1 		$402K Buy
8,529
+529
+7% +$24.8K 0.05% 42
2022
Q4 		$372K Sell
8,000
-33,504
-81% -$1.55M 0.05% 43
2022
Q3 		$1.91M Sell
41,504
-2,238,569
-98% -$106M 0.28% 21
2022
Q2 		$108M Buy
2,280,073
+235,892
+12% +$11.3M 15.13% 2
2022
Q1 		$99.1M Buy
2,044,181
+514,439
+34% +$25.4M 12.05% 2
2021
Q4 		$77.1M Buy
1,529,742
+61,808
+4% +$3.13M 8.82% 3
2021
Q3 		$75M Buy
1,467,934
+41,581
+3% +$2.13M 10.04% 3
2021
Q2 		$73.2M Buy
1,426,353
+1,354,874
+1,895% +$69.5M 9.9% 3
2021
Q1 		$3.67M Buy
71,479
+3,723
+5% +$192K 0.5% 14
2020
Q4 		$3.5M Buy
67,756
+5,559
+9% +$286K 0.51% 14
2020
Q3 		$3.21M Buy
62,197
+7,617
+14% +$393K 0.52% 15
2020
Q2 		$2.81M Buy
54,580
+3,296
+6% +$168K 0.49% 15
2020
Q1 		$2.59M Buy
51,284
+2,344
+5% +$118K 0.57% 14
2019
Q4 		$2.47M Buy
48,940
+2,552
+6% +$129K 0.5% 14
2019
Q3 		$2.34M Buy
46,388
+4,884
+12% +$246K 0.52% 14
2019
Q2 		$2.09M Buy
41,504
+4,103
+11% +$205K 0.5% 14
2019
Q1 		$1.86M Sell
37,401
-12,231
-25% -$605K 0.5% 15
2018
Q4 		$2.44M Buy
+49,632
New +$2.42M 0.75% 14

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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

Campbell Wealth Management's ISTB Position: Q1 2024 in Review

Campbell Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 4,793 shares — an estimated $228K sold.

Campbell Wealth Management first reported a position in ISTB in Q4 2018 and held it in 21 quarters. The position peaked at $108M in Q2 2022. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Campbell Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Campbell Wealth Management sold 4,793 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $228K.
  • Campbell Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 21 quarters.
  • Campbell Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $108M in Q2 2022.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Campbell Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.