Karp Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Karp Capital 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
2022 Q4	–	Sell	-40,976	Closed	-$1.89M	–	57
2022 Q3	$1.89M	Sell	40,976 -4,386	-10%	-$207K	0.39%	62
2022 Q2	$2.15M	Sell	45,362 -245,666	-84%	-$11.7M	0.38%	79
2022 Q1	$14.1M	Sell	291,028 -13,746	-5%	-$679K	2.05%	12
2021 Q4	$15.4M	Buy	+304,774	New	+$15.4M	1.93%	8

Other funds holding ISTB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Karp Capital Management's ISTB Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 40,976 shares — an estimated $1.89M sold.

Karp Capital Management first reported a position in ISTB in Q4 2021 and held it in 4 quarters. The position peaked at $15.4M in Q4 2021. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

Karp Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 40,976 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $1.89M.
Karp Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 4 quarters.
Karp Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $15.4M in Q4 2021.
388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.