EWA
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Encompass Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Encompass Wealth Advisors’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
Q4 		– Sell
-4,615
Closed -$213K – 265
2022
Q3 		$213K Sell
4,615
-100
-2% -$4.72K 0.08% 185
2022
Q2 		$223K Buy
+4,715
New +$225K 0.08% 184
2021
Q4 		– Sell
-4,055
Closed -$207K – 371
2021
Q3 		$207K Hold
4,055
– – 0.05% 209
2021
Q2 		$207K Sell
4,055
-60
-1% -$3.08K 0.05% 214
2021
Q1 		$211K Hold
4,115
– – 0.05% 209
2020
Q4 		$212K Buy
+4,115
New +$212K 0.12% 105

Other funds holding ISTB

AWA
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return