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Cary Street Partners Investment Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-46
Closed -$2.13K – 1216
2023
Q3 		$2.13K Buy
+46
New +$2.14K ﹤0.01% 1650
2020
Q4 		– Sell
-300
Closed -$15K – 607
2020
Q3 		$15K Buy
+300
New +$15.5K ﹤0.01% 706

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cary Street Partners Investment Advisory's ISTB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 46 shares — an estimated $2.13K sold.

Cary Street Partners Investment Advisory first reported a position in ISTB in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 46 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $2.13K.
  • Cary Street Partners Investment Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $15K in Q3 2020.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.