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

EPIQ Capital Group’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
Q3 		– Sell
-4,217
Closed -$216K – 65
2021
Q2 		$216K Buy
4,217
+18
+0.4% +$924 0.02% 53
2021
Q1 		$215K Buy
4,199
+13
+0.3% +$669 0.02% 48
2020
Q4 		$216K Buy
4,186
+26
+0.6% +$1.34K 0.04% 46
2020
Q3 		$214K Buy
4,160
+23
+0.6% +$1.19K 0.03% 44
2020
Q2 		$213K Buy
4,137
+25
+0.6% +$1.28K 0.04% 41
2020
Q1 		$208K Buy
4,112
+17
+0.4% +$858 0.06% 37
2019
Q4 		$206K Buy
+4,095
New +$206K 0.05% 42

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return