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

Column Capital 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
-28,539
Closed -$1.38M – 726
2022
Q1 		$1.38M Hold
28,539
– – 0.25% 43
2021
Q4 		$1.44M Hold
28,539
– – 0.28% 45
2021
Q3 		$1.46M Sell
28,539
-11,807
-29% -$605K 0.31% 41
2021
Q2 		$2.07M Hold
40,346
– – 0.43% 27
2021
Q1 		$2.07M Sell
40,346
-2,906
-7% -$150K 0.46% 27
2020
Q4 		$2.23M Sell
43,252
-1,983
-4% -$102K 0.56% 21
2020
Q3 		$2.33M Hold
45,235
– – 0.71% 19
2020
Q2 		$2.33M Sell
45,235
-988
-2% -$50.5K 0.78% 19
2020
Q1 		$2.33M Sell
46,223
-8,503
-16% -$429K 0.95% 17
2019
Q4 		$2.76M Buy
+54,726
New +$2.76M 1.4% 11

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return