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

Cornerstone Wealth Management’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
-14,449
Closed -$700K – 467
2022
Q1 		$700K Sell
14,449
-9,013
-38% -$445K 0.07% 223
2021
Q4 		$1.18M Sell
23,462
-1,726
-7% -$87.4K 0.11% 166
2021
Q3 		$1.29M Buy
+25,188
New +$1.29M 0.14% 153

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cornerstone Wealth Management's ISTB Position: Q2 2022 in Review

Cornerstone Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 14,449 shares — an estimated $700K sold.

Cornerstone Wealth Management first reported a position in ISTB in Q3 2021 and held it in 3 quarters. The position peaked at $1.29M in Q3 2021. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Cornerstone Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,449 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $700K.
  • Cornerstone Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.29M in Q3 2021.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Cornerstone Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.