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Capital Performance Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-10
Closed -$487 – 1391
2024
Q3 		$487 Buy
+10
New +$481 ﹤0.01% 2266

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's ISTB Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 10 shares — an estimated $487 sold.

Capital Performance Advisors first reported a position in ISTB in Q3 2024 and held it in 1 quarter. The position peaked at $487 in Q3 2024. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 10 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $487.
  • Capital Performance Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $487 in Q3 2024.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.