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

Capital Investment 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
2024 Q2	–	Sell	-48	Closed	-$2.28K	–	982
2024 Q1	$2.28K	Sell	48 -19	-28%	-$901	﹤0.01%	909
2023 Q4	$3.19K	Buy	+67	New	+$3.13K	﹤0.01%	917
2021 Q4	–	Sell	-200	Closed	-$10K	–	825
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	682
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	708
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	655
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	621
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	546
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	479
2020 Q1	$10K	Buy	+200	New	+$10.1K	﹤0.01%	466

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Capital Investment Advisory Services's ISTB Position: Q2 2024 in Review

Capital Investment Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 48 shares — an estimated $2.28K sold.

Capital Investment Advisory Services first reported a position in ISTB in Q1 2020 and held it in 9 quarters. The position peaked at $10K in Q3 2021. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

Capital Investment Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 48 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $2.28K.
Capital Investment Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 9 quarters.
Capital Investment Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $10K in Q3 2021.
370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Capital Investment Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.