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

Financial Gravity Asset 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 Q2	–	Sell	-44	Closed	-$2.14K	–	1947
2024 Q1	$2.14K	Buy	44 +18	+69%	+$853	﹤0.01%	1069
2023 Q4	$1.25K	Buy	26 +13	+100%	+$607	﹤0.01%	1033
2023 Q3	$619	Sell	13 -34	-72%	-$1.58K	﹤0.01%	797
2023 Q2	$1.1K	Hold	47	–	–	﹤0.01%	788
2023 Q1	$737	Buy	47 +1	+2%	+$47	0.02%	403
2022 Q4	$1.05K	Sell	46 -184	-80%	-$8.51K	0.01%	658
2022 Q3	$702	Sell	230 -5	-2%	-$236	0.02%	367
2022 Q2	$723	Sell	235 -5	-2%	-$239	0.02%	349
2022 Q1	$741	Sell	240 -10	-4%	-$494	0.02%	365
2021 Q4	$773	Buy	250 +235	+1,567%	+$11.9K	0.02%	421
2021 Q3	$51K	Hold	15	–	–	0.02%	559
2021 Q2	$51K	Buy	+15	New	+$770	0.02%	561

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Gravity Asset Management's ISTB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 44 shares — an estimated $2.14K sold.

Financial Gravity Asset Management first reported a position in ISTB in Q2 2021 and held it in 12 quarters. The position peaked at $51K in Q3 2021. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 44 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $2.14K.
Financial Gravity Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 12 quarters.
Financial Gravity Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $51K in Q3 2021.
370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.