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

Hershey Financial Advisers’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 Q2	$2.7K	Buy	+57	New	+$2.69K	﹤0.01%	133

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Hershey Financial Advisers's ISTB Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024: 57 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #133 among its holdings.

370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

Hershey Financial Advisers held 57 shares of iShares Core 1-5 Year USD Bond ETF worth $2.7K as of Q2 2024.
iShares Core 1-5 Year USD Bond ETF was a new Hershey Financial Advisers position in Q2 2024.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #133 holding.
370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.