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

Ironwood Financial’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
Q4 		– Sell
-257
Closed -$13K – 328
2021
Q3 		$13K Sell
257
-53
-17% -$2.72K ﹤0.01% 337
2021
Q2 		$16K Sell
310
-9
-3% -$462 ﹤0.01% 300
2021
Q1 		$16K Sell
319
-47
-13% -$2.42K 0.01% 292
2020
Q4 		$19K Sell
366
-135
-27% -$6.96K 0.01% 255
2020
Q3 		$26K Sell
501
-65
-11% -$3.35K 0.01% 167
2020
Q2 		$29K Hold
566
– – 0.02% 144
2020
Q1 		$29K Sell
566
-114
-17% -$5.75K 0.02% 120
2019
Q4 		$34K Buy
680
+251
+59% +$12.6K 0.02% 145
2019
Q3 		$22K Buy
429
+30
+8% +$1.51K 0.01% 193
2019
Q2 		$20K Sell
399
-24
-6% -$1.2K 0.01% 204
2019
Q1 		$21K Buy
423
+119
+39% +$5.88K 0.01% 191
2018
Q4 		$15K Sell
304
-44
-13% -$2.15K 0.01% 210
2018
Q3 		$17K Sell
348
-439
-56% -$21.5K 0.01% 203
2018
Q2 		$39K Sell
787
-137
-15% -$6.72K 0.02% 105
2018
Q1 		$46K Sell
924
-546
-37% -$27K 0.05% 76
2017
Q4 		$73K Buy
1,470
+376
+34% +$18.8K 0.04% 68
2017
Q3 		$55K Sell
1,094
-2,704
-71% -$136K 0.03% 80
2017
Q2 		$191K Sell
3,798
-718
-16% -$36.1K 0.12% 44
2017
Q1 		$226K Sell
4,516
-6,567
-59% -$329K 0.15% 42
2016
Q4 		$554K Buy
11,083
+2,240
+25% +$112K 0.39% 30
2016
Q3 		$448K Buy
8,843
+719
+9% +$36.4K 0.32% 34
2016
Q2 		$413K Buy
+8,124
New +$409K 0.31% 36

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ironwood Financial's ISTB Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 257 shares — an estimated $13K sold.

Ironwood Financial first reported a position in ISTB in Q2 2016 and held it in 22 quarters. The position peaked at $554K in Q4 2016. 390 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 257 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $13K.
  • Ironwood Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2016 and held it in 22 quarters.
  • Ironwood Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $554K in Q4 2016.
  • 390 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.