Ironwood Wealth Management (West Virginia)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2022 Q2	–	Sell	-377,437	Closed	-$18.3M	–	23
2022 Q1	$18.3M	Buy	377,437 +4,909	+1%	+$242K	13.2%	1
2021 Q4	$18.8M	Buy	372,528 +2,049	+0.6%	+$104K	13.15%	2
2021 Q3	$18.9M	Buy	370,479 +66,015	+22%	+$3.38M	14.03%	1
2021 Q2	$15.6M	Buy	304,464 +4,264	+1%	+$219K	11.2%	4
2021 Q1	$15.4M	Buy	300,200 +4,725	+2%	+$243K	12.18%	4
2020 Q4	$15.3M	Buy	+295,475	New	+$15.2M	13.74%	3

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

Ironwood Wealth Management (West Virginia)'s ISTB Position: Q2 2022 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 377,437 shares — an estimated $18.3M sold.

Ironwood Wealth Management (West Virginia) first reported a position in ISTB in Q4 2020 and held it in 6 quarters. The position peaked at $18.9M in Q3 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Ironwood Wealth Management (West Virginia) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 377,437 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $18.3M.
Ironwood Wealth Management (West Virginia) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 6 quarters.
Ironwood Wealth Management (West Virginia)'s iShares Core 1-5 Year USD Bond ETF position peaked at $18.9M in Q3 2021.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2022, filed 21 Jul 2022.