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Hazlett, Burt & Watson’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Hazlett, Burt & Watson’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
Q2 		– Sell
-70
Closed -$3K – 692
2023
Q1 		$3K Hold
70
– – ﹤0.01% 552
2022
Q4 		$3K Buy
70
+1
+1% +$46 ﹤0.01% 559
2022
Q3 		$3K Hold
69
– – ﹤0.01% 553
2022
Q2 		$3K Buy
+69
New +$3.29K ﹤0.01% 545

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hazlett, Burt & Watson's ISTB Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2023, closing a stake of 70 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in ISTB in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2023. 386 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

  • Hazlett, Burt & Watson reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 70 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 4 quarters.
  • Hazlett, Burt & Watson's iShares Core 1-5 Year USD Bond ETF position peaked at $3K in Q1 2023.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.