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

Evoke Wealth’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	-518	Closed	-$24K	–	749
2022 Q3	$24K	Hold	518	–	–	﹤0.01%	617
2022 Q2	$25K	Hold	518	–	–	﹤0.01%	619
2022 Q1	$25K	Hold	518	–	–	﹤0.01%	617
2021 Q4	$26K	Hold	518	–	–	﹤0.01%	639
2021 Q3	$26K	Hold	518	–	–	﹤0.01%	596
2021 Q2	$27K	Hold	518	–	–	﹤0.01%	601
2021 Q1	$27K	Hold	518	–	–	﹤0.01%	536
2020 Q4	$27K	Hold	518	–	–	﹤0.01%	455
2020 Q3	$27K	Hold	518	–	–	﹤0.01%	437
2020 Q2	$27K	Hold	518	–	–	﹤0.01%	427
2020 Q1	$26.2K	Buy	+518	New	+$26.1K	﹤0.01%	398
2019 Q4	–	Sell	-518	Closed	-$26.2K	–	1340
2019 Q3	$26.2K	Buy	+518	New	+$26.1K	﹤0.01%	593

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

Evoke Wealth's ISTB Position: Q4 2022 in Review

Evoke Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 518 shares — an estimated $24K sold.

Evoke Wealth first reported a position in ISTB in Q3 2019 and held it in 12 quarters. The position peaked at $27K in Q2 2021. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

Evoke Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 518 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $24K.
Evoke Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $27K in Q2 2021.
387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.