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Freedom Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Freedom Investment Management’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
-4,299
Closed -$204K – 812
2023
Q4 		$204K Sell
4,299
-565
-12% -$26.4K 0.02% 705
2023
Q3 		$226K Sell
4,864
-1,637
-25% -$76.2K 0.03% 587
2023
Q2 		$303K Sell
6,501
-698
-10% -$32.8K 0.03% 537
2023
Q1 		$339K Sell
7,199
-1,296
-15% -$60.7K 0.04% 514
2022
Q4 		$395K Buy
8,495
+152
+2% +$7.03K 0.04% 496
2022
Q3 		$385K Sell
8,343
-312
-4% -$14.7K 0.04% 495
2022
Q2 		$410K Sell
8,655
-2,712
-24% -$129K 0.04% 509
2022
Q1 		$551K Buy
11,367
+324
+3% +$16K 0.05% 444
2021
Q4 		$557K Sell
11,043
-107
-1% -$5.42K 0.04% 493
2021
Q3 		$569K Buy
11,150
+2,500
+29% +$128K 0.04% 468
2021
Q2 		$444K Sell
8,650
-2,758
-24% -$142K 0.03% 569
2021
Q1 		$585K Buy
+11,408
New +$587K 0.05% 469
2017
Q1 		– Sell
-85,229
Closed -$4.26M – 1085
2016
Q4 		$4.26M Buy
85,229
+14,282
+20% +$717K 0.27% 40
2016
Q3 		$3.59M Buy
70,947
+5,469
+8% +$277K 0.23% 46
2016
Q2 		$3.33M Buy
65,478
+13,146
+25% +$663K 0.23% 41
2016
Q1 		$2.63M Buy
52,332
+27,350
+109% +$1.36M 0.19% 54
2015
Q4 		$1.24M Buy
+24,982
New +$1.25M 0.09% 172

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Freedom Investment Management's ISTB Position: Q1 2024 in Review

Freedom Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 4,299 shares — an estimated $204K sold.

Freedom Investment Management first reported a position in ISTB in Q4 2015 and held it in 17 quarters. The position peaked at $4.26M in Q4 2016. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Freedom Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 4,299 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $204K.
  • Freedom Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and held it in 17 quarters.
  • Freedom Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $4.26M in Q4 2016.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.