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

FourThought Financial’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 Q3	$2.62M	Sell	56,928 -4,187	-7%	-$198K	0.39%	68
2022 Q2	$2.9M	Sell	61,115 -11,294	-16%	-$539K	0.42%	59
2022 Q1	$3.49M	Sell	72,409 -14,572	-17%	-$720K	0.44%	61
2021 Q4	$4.39M	Sell	86,981 -16,871	-16%	-$854K	0.55%	45
2021 Q3	$5.3M	Buy	103,852 +12,739	+14%	+$653K	0.71%	36
2021 Q2	$4.67M	Buy	+91,113	New	+$4.68M	0.63%	38

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

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

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

FourThought Financial's ISTB Position: Q3 2022 in Review

FourThought Financial reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.9% in Q3 2022, selling an estimated $198K and leaving 56,928 shares worth $2.62M. The position accounts for 0.39% of the portfolio, ranked #68.

FourThought Financial first reported a position in ISTB in Q2 2021 and has held it in 6 quarters since. The position peaked at $5.3M in Q3 2021. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

FourThought Financial held 56,928 shares of iShares Core 1-5 Year USD Bond ETF worth $2.62M as of Q3 2022.
FourThought Financial sold 4,187 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $198K.
iShares Core 1-5 Year USD Bond ETF made up 0.39% of FourThought Financial's portfolio in Q3 2022, its #68 holding.
FourThought Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 6 quarters since.
FourThought Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $5.3M in Q3 2021.
376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.