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

Cedar Brook Financial 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
2022
Q3 		– Sell
-7,389
Closed -$350K – 359
2022
Q2 		$350K Buy
+7,389
New +$353K 0.11% 213
2022
Q1 		– Sell
-6,731
Closed -$339K – 387
2021
Q4 		$339K Buy
+6,731
New +$341K 0.09% 249

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UBS Group
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Morgan Stanley
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BlackRock
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
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Cedar Brook Financial Partners's ISTB Position: Q3 2022 in Review

Cedar Brook Financial Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 7,389 shares — an estimated $350K sold.

Cedar Brook Financial Partners first reported a position in ISTB in Q4 2021 and held it in 2 quarters. The position peaked at $350K in Q2 2022. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

  • Cedar Brook Financial Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,389 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $350K.
  • Cedar Brook Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Cedar Brook Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $350K in Q2 2022.
  • 376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2022, filed 3 Jan 2023.