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

Global Wealth Management Investment Advisory’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
2021
Q4 		– Sell
-40
Closed -$2K – 479
2021
Q3 		$2K Buy
+40
New +$2.05K ﹤0.01% 416
2019
Q3 		– Sell
-34
Closed -$2K – 682
2019
Q2 		$2K Hold
34
– – ﹤0.01% 572
2019
Q1 		$2K Hold
34
– – ﹤0.01% 558
2018
Q4 		$2K Buy
+34
New +$1.66K ﹤0.01% 589

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's ISTB Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 40 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in ISTB in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

  • Global Wealth Management Investment Advisory reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 40 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $2K in Q3 2021.
  • 392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.