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Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Financial Advisors’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
-8,474
Closed -$437K – 82
2020
Q3 		$437K Sell
8,474
-5,060
-37% -$261K 0.23% 37
2020
Q2 		$697K Buy
+13,534
New +$692K 0.39% 19

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Financial Advisors's ISTB Position: Q4 2020 in Review

Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 8,474 shares — an estimated $437K sold.

Financial Advisors first reported a position in ISTB in Q2 2020 and held it in 2 quarters. The position peaked at $697K in Q2 2020. 313 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Advisors sold 8,474 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $437K.
  • Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 2 quarters.
  • Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $697K in Q2 2020.
  • 313 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Financial Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.