HHRDM
ISTB icon

H&H Retirement Design & Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

H&H Retirement Design & Management’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
-17,933
Closed -$843K – 75
2022
Q4 		$843K Buy
17,933
+2,329
+15% +$108K 0.71% 29
2022
Q3 		$714K Sell
15,604
-510
-3% -$24.1K 0.67% 32
2022
Q2 		$767K Buy
+16,114
New +$769K 0.56% 32

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return

H&H Retirement Design & Management's ISTB Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 17,933 shares — an estimated $843K sold.

H&H Retirement Design & Management first reported a position in ISTB in Q2 2022 and held it in 3 quarters. The position peaked at $843K in Q4 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 17,933 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $843K.
  • H&H Retirement Design & Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's iShares Core 1-5 Year USD Bond ETF position peaked at $843K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.