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

Evergreen Capital Management’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
2020
Q4 		– Sell
-4,014
Closed -$207K – 460
2020
Q3 		$207K Buy
+4,014
New +$207K 0.01% 389

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Bank of America
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UBS Group
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RJFSA
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ST
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Charles Schwab
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KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Evergreen Capital Management's ISTB Position: Q4 2020 in Review

Evergreen Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 4,014 shares — an estimated $207K sold.

Evergreen Capital Management first reported a position in ISTB in Q3 2020 and held it in 1 quarter. The position peaked at $207K in Q3 2020. 314 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Evergreen Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 4,014 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $207K.
  • Evergreen Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • Evergreen Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $207K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Evergreen Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.