Choate Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Choate Investment Advisors’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 Q2	–	Sell	-8,569	Closed	-$415K	–	352
2022 Q1	$415K	Hold	8,569	–	–	0.02%	209
2021 Q4	$432K	Hold	8,569	–	–	0.03%	199
2021 Q3	$438K	Hold	8,569	–	–	0.03%	189
2021 Q2	$440K	Hold	8,569	–	–	0.03%	188
2021 Q1	$440K	Hold	8,569	–	–	0.03%	185
2020 Q4	$443K	Hold	8,569	–	–	0.03%	173
2020 Q3	$442K	Hold	8,569	–	–	0.03%	167
2020 Q2	$441K	Hold	8,569	–	–	0.03%	162
2020 Q1	$433K	Buy	+8,569	New	+$432K	0.03%	160

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Choate Investment Advisors's ISTB Position: Q2 2022 in Review

Choate Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 8,569 shares — an estimated $415K sold.

Choate Investment Advisors first reported a position in ISTB in Q1 2020 and held it in 9 quarters. The position peaked at $443K in Q4 2020. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Choate Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Choate Investment Advisors sold 8,569 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $415K.
Choate Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 9 quarters.
Choate Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $443K in Q4 2020.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Choate Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.