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

CFS 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
2022
Q4 		– Sell
-4,934,055
Closed -$4.93M – 190
2022
Q3 		$4.93M Buy
+4,934,055
New +$233M 1.13% 13

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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFS Investment Advisory Services's ISTB Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 4,934,055 shares — an estimated $4.93M sold.

CFS Investment Advisory Services first reported a position in ISTB in Q3 2022 and held it in 1 quarter. The position peaked at $4.93M in Q3 2022. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 4,934,055 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $4.93M.
  • CFS Investment Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $4.93M in Q3 2022.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.