JFS Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

JFS Wealth Advisors’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 Q1	–	Sell	-1,093	Closed	-$52K	–	2018
2023 Q4	$52K	Buy	1,093 +12	+1%	+$560	﹤0.01%	397
2023 Q3	$50.1K	Buy	+1,081	New	+$50.3K	﹤0.01%	376
2019 Q4	–	Sell	-10,557	Closed	-$533K	–	532
2019 Q3	$533K	Buy	10,557 +18	+0.2%	+$907	0.14%	90
2019 Q2	$531K	Buy	10,539 +959	+10%	+$47.9K	0.13%	90
2019 Q1	$478K	Sell	9,580 -2,724	-22%	-$135K	0.12%	90
2018 Q4	$604K	Buy	12,304 +4,816	+64%	+$235K	0.16%	86
2018 Q3	$367K	Buy	7,488 +2,237	+43%	+$110K	0.09%	108
2018 Q2	$258K	Buy	5,251 +2,360	+82%	+$116K	0.07%	121
2018 Q1	$143K	Buy	2,891 +2,470	+587%	+$122K	0.04%	164
2017 Q4	$21K	Buy	+421	New	+$21K	0.01%	329

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

JFS Wealth Advisors's ISTB Position: Q1 2024 in Review

JFS Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 1,093 shares — an estimated $52K sold.

JFS Wealth Advisors first reported a position in ISTB in Q4 2017 and held it in 10 quarters. The position peaked at $604K in Q4 2018. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

JFS Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
JFS Wealth Advisors sold 1,093 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $52K.
JFS Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 10 quarters.
JFS Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $604K in Q4 2018.
379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.