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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
-13
Closed -$635 – 1619
2024
Q1 		$635 Hold
13
– – ﹤0.01% 796
2023
Q4 		$635 Buy
+13
New +$607 ﹤0.01% 861
2021
Q3 		$51K Hold
15
– – 0.02% 559
2021
Q2 		$51K Buy
+15
New +$770 0.02% 561

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 13 shares — an estimated $635 sold.

Financial Gravity Asset Management first reported a position in ISTB in Q2 2021 and held it in 4 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 13 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $635.
  • Financial Gravity Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 4 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.