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

HC Financial Advisors’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
2022
Q2 		$24K Hold
507
– – 0.02% 176
2022
Q1 		$25K Hold
507
– – 0.01% 179
2021
Q4 		$26K Buy
+507
New +$25.7K 0.01% 182

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
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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HC Financial Advisors's ISTB Position: Q2 2022 in Review

HC Financial Advisors held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2022 at 507 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #176.

HC Financial Advisors first reported a position in ISTB in Q4 2021 and has held it in 3 quarters since. The position peaked at $26K in Q4 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • HC Financial Advisors held 507 shares of iShares Core 1-5 Year USD Bond ETF worth $24K as of Q2 2022.
  • HC Financial Advisors left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2022.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #176 holding.
  • HC Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $26K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.