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F.L. Putnam Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

F.L. Putnam Investment 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
2024
Q3 		– Sell
-310
Closed -$14.7K – 673
2024
Q2 		$14.7K Buy
+310
New +$14.6K ﹤0.01% 636

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

F.L. Putnam Investment Management's ISTB Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 310 shares — an estimated $14.7K sold.

F.L. Putnam Investment Management first reported a position in ISTB in Q2 2024 and held it in 1 quarter. The position peaked at $14.7K in Q2 2024. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • F.L. Putnam Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 310 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $14.7K.
  • F.L. Putnam Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and held it in 1 quarter.
  • F.L. Putnam Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $14.7K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.