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Institutional & Family Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$2.35M Sell
49,510
-245
-0.5% -$11.6K 0.36% 77
2024
Q1 		$2.36M Buy
49,755
+1,415
+3% +$67.1K 0.38% 74
2023
Q4 		$2.3M Buy
48,340
+854
+2% +$39.9K 0.38% 67
2023
Q3 		$2.2M Buy
47,486
+336
+0.7% +$15.6K 0.36% 69
2023
Q2 		$2.2M Sell
47,150
-2,461
-5% -$116K 0.36% 71
2023
Q1 		$2.34M Buy
+49,611
New +$2.32M 0.39% 70

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
Charles Schwab
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Institutional & Family Asset Management's ISTB Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.49% in Q2 2024, selling an estimated $11.6K and leaving 49,510 shares worth $2.35M. The position accounts for 0.36% of the portfolio, ranked #77.

Institutional & Family Asset Management first reported a position in ISTB in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.36M in Q1 2024. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Institutional & Family Asset Management held 49,510 shares of iShares Core 1-5 Year USD Bond ETF worth $2.35M as of Q2 2024.
  • Institutional & Family Asset Management sold 245 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $11.6K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.36% of Institutional & Family Asset Management's portfolio in Q2 2024, its #77 holding.
  • Institutional & Family Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 6 quarters since.
  • Institutional & Family Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.36M in Q1 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.