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Cypress Capital Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cypress Capital Group’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
Q4 		– Sell
-11,195
Closed -$519K – 299
2023
Q3 		$519K Sell
11,195
-5,498
-33% -$256K 0.08% 206
2023
Q2 		$779K Sell
16,693
-2,033
-11% -$95.5K 0.11% 171
2023
Q1 		$883K Sell
18,726
-2,087
-10% -$97.7K 0.14% 152
2022
Q4 		$967K Sell
20,813
-7,418
-26% -$343K 0.15% 143
2022
Q3 		$1.3M Sell
28,231
-6,402
-18% -$302K 0.22% 100
2022
Q2 		$1.64M Sell
34,633
-59,234
-63% -$2.83M 0.25% 91
2022
Q1 		$4.55M Sell
93,867
-7,870
-8% -$389K 0.56% 50
2021
Q4 		$5.13M Sell
101,737
-2,868
-3% -$145K 0.64% 43
2021
Q3 		$5.34M Buy
104,605
+18,871
+22% +$967K 0.73% 38
2021
Q2 		$4.4M Buy
85,734
+6,309
+8% +$324K 0.6% 48
2021
Q1 		$4.07M Buy
79,425
+24,098
+44% +$1.24M 0.58% 45
2020
Q4 		$2.86M Buy
55,327
+10,650
+24% +$549K 0.43% 62
2020
Q3 		$2.3M Buy
44,677
+19,567
+78% +$1.01M 0.38% 65
2020
Q2 		$1.29M Buy
25,110
+6,335
+34% +$324K 0.24% 96
2020
Q1 		$948K Buy
18,775
+3,400
+22% +$172K 0.22% 101
2019
Q4 		$775K Hold
15,375
– – 0.14% 128
2019
Q3 		$776K Buy
15,375
+600
+4% +$30.2K 0.15% 127
2019
Q2 		$745K Buy
14,775
+250
+2% +$12.5K 0.15% 127
2019
Q1 		$724K Buy
14,525
+2,125
+17% +$105K 0.15% 126
2018
Q4 		$608K Sell
12,400
-2,700
-18% -$132K 0.14% 128
2018
Q3 		$740K Buy
15,100
+6,600
+78% +$324K 0.14% 130
2018
Q2 		$417K Buy
+8,500
New +$417K 0.09% 177

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cypress Capital Group's ISTB Position: Q4 2023 in Review

Cypress Capital Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 11,195 shares — an estimated $519K sold.

Cypress Capital Group first reported a position in ISTB in Q2 2018 and held it in 22 quarters. The position peaked at $5.34M in Q3 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

  • Cypress Capital Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cypress Capital Group sold 11,195 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $519K.
  • Cypress Capital Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 22 quarters.
  • Cypress Capital Group's iShares Core 1-5 Year USD Bond ETF position peaked at $5.34M in Q3 2021.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Cypress Capital Group's 13F filing for Q4 2023, filed 24 Jan 2024.