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Fortitude Advisory Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-580
Closed -$28K – 718
2022
Q1 		$28K Sell
580
-2,775
-83% -$137K 0.01% 719
2021
Q4 		$169K Buy
+3,355
New +$170K 0.09% 230

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fortitude Advisory Group's ISTB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 580 shares — an estimated $28K sold.

Fortitude Advisory Group first reported a position in ISTB in Q4 2021 and held it in 2 quarters. The position peaked at $169K in Q4 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 580 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $28K.
  • Fortitude Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $169K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.