GYL Financial Synergies’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

GYL Financial Synergies’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
2024 Q3	$862K	Sell	17,701 -27,265	-61%	-$1.31M	0.06%	195
2024 Q2	$2.13M	Buy	44,966 +330	+0.7%	+$15.6K	0.16%	113
2024 Q1	$2.12M	Buy	44,636 +1,410	+3%	+$66.8K	0.17%	118
2023 Q4	$2.06M	Buy	43,226 +505	+1%	+$23.6K	0.17%	122
2023 Q3	$1.98M	Sell	42,721 -1,740	-4%	-$81K	0.19%	110
2023 Q2	$2.07M	Buy	44,461 +1,845	+4%	+$86.7K	0.19%	109
2023 Q1	$2.01M	Buy	+42,616	New	+$1.99M	0.24%	87

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GYL Financial Synergies's ISTB Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 61% in Q3 2024, selling an estimated $1.31M and leaving 17,701 shares worth $862K. The position accounts for 0.06% of the portfolio, ranked #195.

GYL Financial Synergies first reported a position in ISTB in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.13M in Q2 2024. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

GYL Financial Synergies held 17,701 shares of iShares Core 1-5 Year USD Bond ETF worth $862K as of Q3 2024.
GYL Financial Synergies sold 27,265 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $1.31M.
iShares Core 1-5 Year USD Bond ETF made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #195 holding.
GYL Financial Synergies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's iShares Core 1-5 Year USD Bond ETF position peaked at $2.13M in Q2 2024.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.