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	–	721
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

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

Column Capital Advisors's ISTB Position: Q2 2022 in Review

Column Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 28,539 shares — an estimated $1.38M sold.

Column Capital Advisors first reported a position in ISTB in Q4 2019 and held it in 10 quarters. The position peaked at $2.76M in Q4 2019. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Column Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Column Capital Advisors sold 28,539 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $1.38M.
Column Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 10 quarters.
Column Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2.76M in Q4 2019.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Column Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.