Founders Capital Management (Texas)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Founders Capital Management (Texas)’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
2021 Q4	–	Sell	-100	Closed	-$5K	–	318
2021 Q3	$5K	Sell	100 -280	-74%	-$14.3K	﹤0.01%	290
2021 Q2	$19K	Hold	380	–	–	0.01%	211
2021 Q1	$19K	Hold	380	–	–	0.01%	201
2020 Q4	$20K	Buy	+380	New	+$19.6K	0.01%	191
2020 Q1	$19K	Hold	380	–	–	0.02%	156
2019 Q4	$19K	Hold	380	–	–	0.01%	181
2019 Q3	$19K	Hold	380	–	–	0.02%	181
2019 Q2	$19K	Hold	380	–	–	0.02%	191
2019 Q1	$19K	Hold	380	–	–	0.02%	187
2018 Q4	$19K	Hold	380	–	–	0.02%	177
2018 Q3	$19K	Hold	380	–	–	0.02%	188
2018 Q2	$19K	Buy	380 +100	+36%	+$4.91K	0.02%	191
2018 Q1	$14K	Hold	280	–	–	0.01%	250
2017 Q4	$14K	Hold	280	–	–	0.01%	246
2017 Q3	$14K	Hold	280	–	–	0.01%	246
2017 Q2	$14K	Hold	280	–	–	0.01%	243
2017 Q1	$14K	Buy	+280	New	+$14K	0.01%	248

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Founders Capital Management (Texas)'s ISTB Position: Q4 2021 in Review

Founders Capital Management (Texas) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Founders Capital Management (Texas) first reported a position in ISTB in Q1 2017 and held it in 17 quarters. The position peaked at $20K in Q4 2020. 390 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

Founders Capital Management (Texas) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
Founders Capital Management (Texas) sold 100 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $5K.
Founders Capital Management (Texas) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and held it in 17 quarters.
Founders Capital Management (Texas)'s iShares Core 1-5 Year USD Bond ETF position peaked at $20K in Q4 2020.
390 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2021, filed 21 Jan 2022.