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	0.03%	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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EPIQ Capital Group's ISTB Position: Q3 2021 in Review

EPIQ Capital Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2021, closing a stake of 4,217 shares — an estimated $216K sold.

EPIQ Capital Group first reported a position in ISTB in Q4 2019 and held it in 7 quarters. The position peaked at $216K in Q2 2021. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

EPIQ Capital Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
EPIQ Capital Group sold 4,217 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $216K.
EPIQ Capital Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 7 quarters.
EPIQ Capital Group's iShares Core 1-5 Year USD Bond ETF position peaked at $216K in Q2 2021.
351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on EPIQ Capital Group's 13F filing for Q3 2021, filed 12 Nov 2021.