CAAS
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Capital Asset Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Capital Asset Advisory Services’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
2021
Q4 		– Sell
-165
Closed -$8K – 655
2021
Q3 		$8K Sell
165
-2,426
-94% -$124K ﹤0.01% 612
2021
Q2 		$133K Sell
2,591
-170
-6% -$8.72K 0.01% 463
2021
Q1 		$142K Buy
2,761
+521
+23% +$26.8K 0.02% 441
2020
Q4 		$116K Buy
2,240
+1,225
+121% +$63.1K 0.02% 427
2020
Q3 		$52K Sell
1,015
-13
-1% -$670 0.01% 376
2020
Q2 		$53K Buy
1,028
+134
+15% +$6.85K 0.01% 403
2020
Q1 		$46K Sell
894
-54
-6% -$2.73K 0.01% 360
2019
Q4 		$48K Buy
+948
New +$47.8K 0.01% 434

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AA
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Ameriprise
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return