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

Financial Network Wealth 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
2023
Q4 		– Sell
-4,596
Closed -$212K – 113
2023
Q3 		$212K Sell
4,596
-89
-2% -$4.14K 0.1% 98
2023
Q2 		$218K Buy
4,685
+162
+4% +$7.61K 0.1% 95
2023
Q1 		$213K Buy
4,523
+29
+0.6% +$1.36K 0.11% 93
2022
Q4 		$209K Buy
+4,494
New +$208K 0.11% 97

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
Charles Schwab
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Network Wealth Management's ISTB Position: Q4 2023 in Review

Financial Network Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 4,596 shares — an estimated $212K sold.

Financial Network Wealth Management first reported a position in ISTB in Q4 2022 and held it in 4 quarters. The position peaked at $218K in Q2 2023. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

  • Financial Network Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Network Wealth Management sold 4,596 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $212K.
  • Financial Network Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 4 quarters.
  • Financial Network Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $218K in Q2 2023.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Financial Network Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.