Keystone Financial Group (Kentucky)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-92,322	Closed	-$4.66M	–	308
2021 Q4	$4.66M	Buy	92,322 +3,803	+4%	+$193K	0.76%	29
2021 Q3	$4.52M	Buy	88,519 +13,006	+17%	+$666K	0.82%	30
2021 Q2	$3.87M	Buy	75,513 +4,972	+7%	+$255K	0.7%	31
2021 Q1	$3.62M	Sell	70,541 -14,867	-17%	-$765K	0.7%	33
2020 Q4	$4.41M	Buy	+85,408	New	+$4.4M	0.92%	26

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

CWM

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ISTB Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 92,322 shares — an estimated $4.66M sold.

Keystone Financial Group (Kentucky) first reported a position in ISTB in Q4 2020 and held it in 5 quarters. The position peaked at $4.66M in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Keystone Financial Group (Kentucky) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 92,322 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $4.66M.
Keystone Financial Group (Kentucky) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 5 quarters.
Keystone Financial Group (Kentucky)'s iShares Core 1-5 Year USD Bond ETF position peaked at $4.66M in Q4 2021.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.