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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,072
Closed -$247K 507
2024
Q3
$247K Buy
+5,072
New +$244K ﹤0.01% 440

Other funds holding ISTB

Empower Advisory Group's ISTB Position: Q4 2024 in Review

Empower Advisory Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 5,072 shares — an estimated $247K sold.

Empower Advisory Group first reported a position in ISTB in Q3 2024 and held it in 1 quarter. The position peaked at $247K in Q3 2024. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • Empower Advisory Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Empower Advisory Group sold 5,072 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $247K.
  • Empower Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • Empower Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $247K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.