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

HCR Wealth 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
2021 Q1	–	Sell	-37	Closed	-$2K	–	209
2020 Q4	$2K	Buy	+37	New	+$1.91K	﹤0.01%	260
2020 Q3	–	Sell	-37	Closed	-$2K	–	250
2020 Q2	$2K	Buy	+37	New	+$1.89K	﹤0.01%	242
2020 Q1	–	Sell	-36	Closed	-$2K	–	245
2019 Q4	$2K	Buy	+36	New	+$1.81K	﹤0.01%	231

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

HCR Wealth Advisors's ISTB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 37 shares — an estimated $2K sold.

HCR Wealth Advisors first reported a position in ISTB in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 329 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 37 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $2K.
HCR Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 3 quarters.
HCR Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2K in Q4 2020.
329 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.