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Consolidated Planning Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-544
Closed -$28K – 247
2021
Q3 		$28K Buy
+544
New +$27.9K 0.02% 217

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Mariner
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Consolidated Planning Corp's ISTB Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 544 shares — an estimated $28K sold.

Consolidated Planning Corp first reported a position in ISTB in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 544 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $28K.
  • Consolidated Planning Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $28K in Q3 2021.
  • 392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.