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Global Strategic Investment Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Global Strategic Investment Solutions’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 		– Sell
-67,360
Closed -$3.19M – 136
2022
Q2 		$3.19M Sell
67,360
-3,073
-4% -$147K 0.23% 40
2022
Q1 		$3.41M Sell
70,433
-76
-0.1% -$3.75K 0.21% 40
2021
Q4 		$3.56M Sell
70,509
-4,766
-6% -$241K 0.57% 29
2021
Q3 		$3.84M Hold
75,275
– – 0.65% 28
2021
Q2 		$3.86M Sell
75,275
-44,117
-37% -$2.26M 0.65% 28
2021
Q1 		$6.12M Sell
119,392
-234,948
-66% -$12.1M 1.12% 25
2020
Q4 		$18.3M Buy
354,340
+11,767
+3% +$606K 4.13% 10
2020
Q3 		$17.7M Buy
342,573
+7,802
+2% +$402K 4.48% 9
2020
Q2 		$17.2M Buy
334,771
+117,503
+54% +$6M 4.81% 9
2020
Q1 		$11M Buy
217,268
+30,444
+16% +$1.54M 4.1% 10
2019
Q4 		$9.42M Buy
186,824
+819
+0.4% +$41.3K 3.39% 11
2019
Q3 		$9.39M Buy
186,005
+21,396
+13% +$1.08M 3.67% 10
2019
Q2 		$8.3M Buy
164,609
+13,362
+9% +$667K 4.2% 10
2019
Q1 		$7.54M Buy
151,247
+14,479
+11% +$716K 4.1% 10
2018
Q4 		$6.71M Buy
+136,768
New +$6.68M 5.72% 7

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Global Strategic Investment Solutions's ISTB Position: Q3 2022 in Review

Global Strategic Investment Solutions sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 67,360 shares — an estimated $3.19M sold.

Global Strategic Investment Solutions first reported a position in ISTB in Q4 2018 and held it in 15 quarters. The position peaked at $18.3M in Q4 2020. 375 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

  • Global Strategic Investment Solutions reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 67,360 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $3.19M.
  • Global Strategic Investment Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 15 quarters.
  • Global Strategic Investment Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $18.3M in Q4 2020.
  • 375 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2022, filed 27 Oct 2022.