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Denver PWM’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Denver PWM’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
Q2 		– Sell
-12,758
Closed -$658K – 100
2021
Q1 		$658K Buy
12,758
+8,730
+217% +$449K 0.38% 40
2020
Q4 		$208K Sell
4,028
-8,730
-68% -$450K 0.1% 80
2020
Q3 		$658K Buy
12,758
+236
+2% +$12.2K 0.38% 40
2020
Q2 		$644K Buy
12,522
+10
+0.1% +$511 0.39% 42
2020
Q1 		$627K Buy
12,512
+4,727
+61% +$239K 0.46% 39
2019
Q4 		$393K Buy
7,785
+2,225
+40% +$112K 0.23% 50
2019
Q3 		$280K Buy
5,560
+472
+9% +$23.8K 0.17% 53
2019
Q2 		$257K Buy
+5,088
New +$254K 0.16% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return