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Gallagher Fiduciary Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Gallagher Fiduciary Advisors’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
2023
Q4 		– Sell
-4,446
Closed -$206K – 185
2023
Q3 		$206K Buy
4,446
+1
+0% +$47 0.02% 164
2023
Q2 		$207K Sell
4,445
-119
-3% -$5.59K 0.02% 205
2023
Q1 		$215K Buy
+4,564
New +$214K 0.02% 188

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gallagher Fiduciary Advisors's ISTB Position: Q4 2023 in Review

Gallagher Fiduciary Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 4,446 shares — an estimated $206K sold.

Gallagher Fiduciary Advisors first reported a position in ISTB in Q1 2023 and held it in 3 quarters. The position peaked at $215K in Q1 2023. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

  • Gallagher Fiduciary Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 4,446 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $206K.
  • Gallagher Fiduciary Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $215K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.