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Confluence Wealth Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-2,036
Closed -$102K – 686
2021
Q4 		$102K Buy
+2,036
New +$103K 0.03% 333

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Bank of America
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Confluence Wealth Services's ISTB Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 2,036 shares — an estimated $102K sold.

Confluence Wealth Services first reported a position in ISTB in Q4 2021 and held it in 1 quarter. The position peaked at $102K in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2,036 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $102K.
  • Confluence Wealth Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares Core 1-5 Year USD Bond ETF position peaked at $102K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.