CIAS
ISTB icon

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
-104,757
Closed -$4.83M – 128
2022
Q3 		$4.83M Buy
+104,757
New +$4.94M 1.24% 12

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 104,757 shares — an estimated $4.83M sold.

CFS Investment Advisory Services first reported a position in ISTB in Q3 2022 and held it in 1 quarter. The position peaked at $4.83M in Q3 2022. 387 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 104,757 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $4.83M.
  • 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 $4.83M in Q3 2022.
  • 387 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.