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

Girard 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
2023
Q1 		– Sell
-11,832
Closed -$549K – 260
2022
Q4 		$549K Buy
11,832
+85
+0.7% +$3.93K 0.06% 183
2022
Q3 		$541K Buy
11,747
+6,357
+118% +$300K 0.07% 162
2022
Q2 		$255K Buy
+5,390
New +$257K 0.03% 204

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return

Girard Partners's ISTB Position: Q1 2023 in Review

Girard Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 11,832 shares — an estimated $549K sold.

Girard Partners first reported a position in ISTB in Q2 2022 and held it in 3 quarters. The position peaked at $549K in Q4 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • Girard Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Girard Partners sold 11,832 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $549K.
  • Girard Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 3 quarters.
  • Girard Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $549K in Q4 2022.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on Girard Partners's 13F filing for Q1 2023, filed 12 May 2023.