Founders Financial Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Founders Financial Securities’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 Q3	–	Sell	-287,235	Closed	-$13.6M	–	450
2024 Q2	$13.6M	Buy	287,235 +13,418	+5%	+$633K	1.29%	20
2024 Q1	$13M	Sell	273,817 -50,918	-16%	-$2.41M	1.36%	16
2023 Q4	$15.4M	Buy	324,735 +32,424	+11%	+$1.51M	1.71%	11
2023 Q3	$13.6M	Buy	292,311 +35,864	+14%	+$1.67M	1.76%	10
2023 Q2	$12M	Buy	256,447 +67,825	+36%	+$3.19M	1.58%	13
2023 Q1	$8.89M	Buy	188,622 +37,502	+25%	+$1.76M	1.28%	19
2022 Q4	$7.02M	Buy	151,120 +24,094	+19%	+$1.11M	1.1%	19
2022 Q3	$5.86M	Buy	127,026 +83,987	+195%	+$3.96M	1.04%	17
2022 Q2	$2.04M	Sell	43,039 -17,547	-29%	-$838K	0.4%	53
2022 Q1	$2.94M	Buy	+60,586	New	+$2.99M	0.52%	45

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

TPI

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

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

Founders Financial Securities's ISTB Position: Q3 2024 in Review

Founders Financial Securities sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 287,235 shares — an estimated $13.6M sold.

Founders Financial Securities first reported a position in ISTB in Q1 2022 and held it in 10 quarters. The position peaked at $15.4M in Q4 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

Founders Financial Securities reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Founders Financial Securities sold 287,235 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $13.6M.
Founders Financial Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 10 quarters.
Founders Financial Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $15.4M in Q4 2023.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Founders Financial Securities's 13F filing for Q3 2024, filed 12 Nov 2024.