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

Crewe 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
2023 Q2	–	Sell	-190	Closed	-$8.96K	–	948
2023 Q1	$8.96K	Hold	190	–	–	﹤0.01%	569
2022 Q4	$8.82K	Hold	190	–	–	﹤0.01%	575
2022 Q3	$9K	Hold	190	–	–	﹤0.01%	696
2022 Q2	$9K	Hold	190	–	–	﹤0.01%	625
2022 Q1	$9K	Buy	+190	New	+$9.39K	﹤0.01%	364

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Crewe Advisors's ISTB Position: Q2 2023 in Review

Crewe Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2023, closing a stake of 190 shares — an estimated $8.96K sold.

Crewe Advisors first reported a position in ISTB in Q1 2022 and held it in 5 quarters. The position peaked at $9K in Q3 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

Crewe Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 190 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $8.96K.
Crewe Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 5 quarters.
Crewe Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $9K in Q3 2022.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.