GFS
ISTB icon

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

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return