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Investment Security Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Investment Security Group’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
Q3 		$37M Buy
723,797
+32,454
+5% +$1.66M 14.67% 4
2021
Q2 		$35.5M Buy
+691,343
New +$35.5M 14.02% 4

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Investment Security Group's ISTB Position: Q3 2021 in Review

Investment Security Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.7% in Q3 2021, buying an estimated $1.66M and bringing the position to 723,797 shares worth $37M. The position accounts for 14.67% of the portfolio, ranked #4.

Investment Security Group first reported a position in ISTB in Q2 2021 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

  • Investment Security Group held 723,797 shares of iShares Core 1-5 Year USD Bond ETF worth $37M as of Q3 2021.
  • Investment Security Group bought 32,454 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $1.66M.
  • iShares Core 1-5 Year USD Bond ETF made up 14.67% of Investment Security Group's portfolio in Q3 2021, its #4 holding.
  • Investment Security Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Investment Security Group's 13F filing for Q3 2021, filed 18 Oct 2021.