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

DB Wealth Management 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
2021 Q4	–	Sell	-66	Closed	-$3K	–	359
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	315
2021 Q2	$3K	Sell	66 -610	-90%	-$31.3K	﹤0.01%	317
2021 Q1	$35K	Hold	676	–	–	0.02%	186
2020 Q4	$35K	Buy	+676	New	+$34.8K	0.03%	177

Other funds holding ISTB

RJA

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DB Wealth Management Group's ISTB Position: Q4 2021 in Review

DB Wealth Management Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 66 shares — an estimated $3K sold.

DB Wealth Management Group first reported a position in ISTB in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q1 2021. 390 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

DB Wealth Management Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
DB Wealth Management Group sold 66 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $3K.
DB Wealth Management Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 4 quarters.
DB Wealth Management Group's iShares Core 1-5 Year USD Bond ETF position peaked at $35K in Q1 2021.
390 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on DB Wealth Management Group's 13F filing for Q4 2021, filed 9 Feb 2022.