Danda Trouve Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Danda Trouve Investment 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 Q1	–	Sell	-53,673	Closed	-$2.71M	–	125
2021 Q4	$2.71M	Sell	53,673 -3,402	-6%	-$172K	3.07%	15
2021 Q3	$2.92M	Sell	57,075 -773	-1%	-$39.6K	3.51%	11
2021 Q2	$2.97M	Sell	57,848 -2,058	-3%	-$106K	3.52%	10
2021 Q1	$3.07M	Sell	59,906 -4,707	-7%	-$242K	3.78%	10
2020 Q4	$3.34M	Sell	64,613 -206	-0.3%	-$10.6K	4.07%	8
2020 Q3	$3.34M	Sell	64,819 -511	-0.8%	-$26.4K	4.55%	7
2020 Q2	$3.36M	Buy	65,330 +312	+0.5%	+$15.9K	5.09%	4
2020 Q1	$3.28M	Sell	65,018 -155	-0.2%	-$7.82K	6.81%	2
2019 Q4	$3.29M	Buy	+65,173	New	+$3.28M	4.73%	6

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Danda Trouve Investment Management's ISTB Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 53,673 shares — an estimated $2.71M sold.

Danda Trouve Investment Management first reported a position in ISTB in Q4 2019 and held it in 9 quarters. The position peaked at $3.36M in Q2 2020. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Danda Trouve Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 53,673 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $2.71M.
Danda Trouve Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 9 quarters.
Danda Trouve Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $3.36M in Q2 2020.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.