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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 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

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

Encompass Wealth Advisors's ISTB Position: Q4 2022 in Review

Encompass Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 4,615 shares — an estimated $213K sold.

Encompass Wealth Advisors first reported a position in ISTB in Q4 2020 and held it in 6 quarters. The position peaked at $223K in Q2 2022. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

Encompass Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Encompass Wealth Advisors sold 4,615 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $213K.
Encompass Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 6 quarters.
Encompass Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $223K in Q2 2022.
387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Encompass Wealth Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.