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

KerberRose Wealth 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 Q2	$2.56M	Buy	+53,969	New	+$2.58M	2.08%	11

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

KerberRose Wealth Management's ISTB Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022: 53,969 shares worth $2.56M. The stake represents 2.08% of the portfolio and ranks #11 among its holdings.

384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

KerberRose Wealth Management held 53,969 shares of iShares Core 1-5 Year USD Bond ETF worth $2.56M as of Q2 2022.
iShares Core 1-5 Year USD Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Core 1-5 Year USD Bond ETF made up 2.08% of KerberRose Wealth Management's portfolio in Q2 2022, its #11 holding.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.