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

Financial Advocates 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
2022 Q3	–	Sell	-7,870	Closed	-$373K	–	789
2022 Q2	$373K	Sell	7,870 -1,862	-19%	-$88.9K	0.03%	464
2022 Q1	$472K	Sell	9,732 -129	-1%	-$6.37K	0.03%	455
2021 Q4	$498K	Buy	9,861 +72	+0.7%	+$3.65K	0.03%	489
2021 Q3	$500K	Buy	9,789 +1,551	+19%	+$79.5K	0.03%	474
2021 Q2	$422K	Buy	8,238 +280	+4%	+$14.4K	0.03%	518
2021 Q1	$408K	Buy	+7,958	New	+$410K	0.03%	531
2020 Q3	–	Sell	-2,224	Closed	-$231K	–	661
2020 Q2	$231K	Buy	+2,224	New	+$114K	0.02%	524

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Advocates Investment Management's ISTB Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 7,870 shares — an estimated $373K sold.

Financial Advocates Investment Management first reported a position in ISTB in Q2 2020 and held it in 7 quarters. The position peaked at $500K in Q3 2021. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

Financial Advocates Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 7,870 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $373K.
Financial Advocates Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 7 quarters.
Financial Advocates Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $500K in Q3 2021.
376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.