Castleview Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Castleview Partners’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 Q3	–	Sell	-190	Closed	-$8.86K	–	717
2023 Q2	$8.86K	Sell	190 -1,375	-88%	-$64.6K	0.01%	451
2023 Q1	$73.8K	Sell	1,565 -30	-2%	-$1.4K	0.07%	210
2022 Q4	$74.1K	Sell	1,595 -16	-1%	-$740	0.07%	186
2022 Q3	$74K	Sell	1,611 -1,195	-43%	-$56.4K	0.07%	194
2022 Q2	$138K	Buy	2,806 +1,161	+71%	+$55.4K	0.11%	181
2022 Q1	$79K	Sell	1,645 -73,495	-98%	-$3.63M	0.05%	277
2021 Q4	$1.49K	Buy	+75,140	New	+$3.81M	0.01%	332

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castleview Partners's ISTB Position: Q3 2023 in Review

Castleview Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 190 shares — an estimated $8.86K sold.

Castleview Partners first reported a position in ISTB in Q4 2021 and held it in 7 quarters. The position peaked at $138K in Q2 2022. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

Castleview Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Castleview Partners sold 190 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $8.86K.
Castleview Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 7 quarters.
Castleview Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $138K in Q2 2022.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.