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

Crestmont Private Wealth’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
-2,079
Closed -$101K – 35
2022
Q1 		$101K Buy
2,079
+2
+0.1% +$99 0.1% 25
2021
Q4 		$105K Buy
+2,077
New +$105K 0.1% 24

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

Crestmont Private Wealth's ISTB Position: Q2 2022 in Review

Crestmont Private Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 2,079 shares — an estimated $101K sold.

Crestmont Private Wealth first reported a position in ISTB in Q4 2021 and held it in 2 quarters. The position peaked at $105K in Q4 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Crestmont Private Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 2,079 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $101K.
  • Crestmont Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Crestmont Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $105K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.