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

Kelly Financial Services’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
2023
Q4 		– Sell
-8
Closed -$374 – 796
2023
Q3 		$374 Hold
8
– – ﹤0.01% 702
2023
Q2 		$373 Buy
+8
New +$376 ﹤0.01% 668

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AA
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Charles Schwab
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kelly Financial Services's ISTB Position: Q4 2023 in Review

Kelly Financial Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 8 shares — an estimated $374 sold.

Kelly Financial Services first reported a position in ISTB in Q2 2023 and held it in 2 quarters. The position peaked at $374 in Q3 2023. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

  • Kelly Financial Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 8 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $374.
  • Kelly Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and held it in 2 quarters.
  • Kelly Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $374 in Q3 2023.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.