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

Cornell Pochily 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
-7,218
Closed -$350K – 168
2022
Q1 		$350K Sell
7,218
-1,105
-13% -$54.6K 0.14% 132
2021
Q4 		$420K Buy
8,323
+968
+13% +$49K 0.16% 120
2021
Q3 		$376K Buy
7,355
+1
+0% +$51 0.16% 127
2021
Q2 		$377K Sell
7,354
-171
-2% -$8.78K 0.17% 127
2021
Q1 		$386K Sell
7,525
-179
-2% -$9.21K 0.19% 114
2020
Q4 		$398K Buy
7,704
+2,123
+38% +$109K 0.19% 103
2020
Q3 		$288K Buy
5,581
+3
+0.1% +$155 0.17% 117
2020
Q2 		$287K Buy
5,578
+1,105
+25% +$56.5K 0.18% 106
2020
Q1 		$226K Sell
4,473
-973
-18% -$49.1K 0.17% 112
2019
Q4 		$274K Sell
5,446
-336
-6% -$16.9K 0.16% 115
2019
Q3 		$292K Sell
5,782
-1,167
-17% -$58.8K 0.19% 114
2019
Q2 		$350 Buy
6,949
+512
+8% +$25.6K 0.09% 108
2019
Q1 		$320K Sell
6,437
-4,040
-39% -$200K 0.22% 100
2018
Q4 		$514K Sell
10,477
-887
-8% -$43.3K 0.33% 80
2018
Q3 		$556K Sell
11,364
-2,687
-19% -$132K 0.38% 74
2018
Q2 		$689K Sell
14,051
-6,925
-33% -$340K 0.48% 61
2018
Q1 		$1.03M Sell
20,976
-3,202
-13% -$158K 0.73% 39
2017
Q4 		$1.2M Buy
+24,178
New +$1.21M 0.78% 38

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 $432B 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 $666B 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

Cornell Pochily Investment Advisors's ISTB Position: Q2 2022 in Review

Cornell Pochily Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 7,218 shares — an estimated $350K sold.

Cornell Pochily Investment Advisors first reported a position in ISTB in Q4 2017 and held it in 18 quarters. The position peaked at $1.2M in Q4 2017. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Cornell Pochily Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 7,218 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $350K.
  • Cornell Pochily Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 18 quarters.
  • Cornell Pochily Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.2M in Q4 2017.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.