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

GDS Wealth 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
2023
Q1 		– Sell
-11,585
Closed -$538K – 113
2022
Q4 		$538K Sell
11,585
-824
-7% -$38.1K 0.1% 73
2022
Q3 		$572K Sell
12,409
-487,898
-98% -$23M 0.13% 65
2022
Q2 		$23.7M Buy
500,307
+20,456
+4% +$976K 5.32% 3
2022
Q1 		$23.1M Buy
479,851
+17,369
+4% +$858K 5.08% 5
2021
Q4 		$23.3M Buy
+462,482
New +$23.4M 5.22% 5

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GDS Wealth Management's ISTB Position: Q1 2023 in Review

GDS Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 11,585 shares — an estimated $538K sold.

GDS Wealth Management first reported a position in ISTB in Q4 2021 and held it in 5 quarters. The position peaked at $23.7M in Q2 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • GDS Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • GDS Wealth Management sold 11,585 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $538K.
  • GDS Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 5 quarters.
  • GDS Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $23.7M in Q2 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on GDS Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.