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Dynamic Advisor Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Dynamic Advisor Solutions’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
2024
Q3 		– Sell
-54,248
Closed -$2.57M – 962
2024
Q2 		$2.57M Sell
54,248
-38,187
-41% -$1.8M 0.08% 263
2024
Q1 		$4.39M Sell
92,435
-42,940
-32% -$2.04M 0.15% 183
2023
Q4 		$6.42M Buy
135,375
+1,093
+0.8% +$51K 0.24% 112
2023
Q3 		$6.23M Buy
134,282
+374
+0.3% +$17.4K 0.29% 90
2023
Q2 		$6.25M Buy
133,908
+82,408
+160% +$3.87M 0.32% 79
2023
Q1 		$2.43M Buy
51,500
+3,516
+7% +$165K 0.14% 185
2022
Q4 		$2.23M Buy
47,984
+15,055
+46% +$697K 0.15% 160
2022
Q3 		$1.52M Sell
32,929
-6,676
-17% -$315K 0.12% 187
2022
Q2 		$1.88M Buy
+39,605
New +$1.89M 0.14% 163
2021
Q4 		– Sell
-54,978
Closed -$2.81M – 759
2021
Q3 		$2.81M Sell
54,978
-7,668
-12% -$393K 0.21% 119
2021
Q2 		$3.21M Buy
62,646
+2,899
+5% +$149K 0.25% 99
2021
Q1 		$3.06M Buy
59,747
+20,389
+52% +$1.05M 0.28% 90
2020
Q4 		$2.03M Buy
39,358
+15,921
+68% +$820K 0.19% 136
2020
Q3 		$1.21M Buy
23,437
+10,707
+84% +$552K 0.14% 178
2020
Q2 		$655K Buy
+12,730
New +$650K 0.09% 239

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return