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

FourThought Financial Partners’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
Q1 		– Sell
-8,370
Closed -$398K – 340
2023
Q4 		$398K Sell
8,370
-7,396
-47% -$345K 0.05% 214
2023
Q3 		$731K Sell
15,766
-4,359
-22% -$203K 0.1% 146
2023
Q2 		$939K Sell
20,125
-8,081
-29% -$380K 0.12% 129
2023
Q1 		$1.33M Sell
28,206
-4,425
-14% -$207K 0.18% 104
2022
Q4 		$1.52M Buy
+32,631
New +$1.51M 0.22% 98

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TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FourThought Financial Partners's ISTB Position: Q1 2024 in Review

FourThought Financial Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 8,370 shares — an estimated $398K sold.

FourThought Financial Partners first reported a position in ISTB in Q4 2022 and held it in 5 quarters. The position peaked at $1.52M in Q4 2022. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • FourThought Financial Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 8,370 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $398K.
  • FourThought Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 5 quarters.
  • FourThought Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $1.52M in Q4 2022.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on FourThought Financial Partners's 13F filing for Q1 2024, filed 14 May 2024.