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

King Wealth Management Group’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
2021 Q4	–	Sell	-4,480	Closed	-$229K	–	181
2021 Q3	$229K	Hold	4,480	–	–	0.05%	158
2021 Q2	$230K	Hold	4,480	–	–	0.05%	155
2021 Q1	$230K	Sell	4,480 -33	-0.7%	-$1.7K	0.05%	144
2020 Q4	$233K	Sell	4,513 -53	-1%	-$2.73K	0.05%	139
2020 Q3	$235K	Sell	4,566 -108	-2%	-$5.57K	0.06%	141
2020 Q2	$241K	Hold	4,674	–	–	0.07%	129
2020 Q1	$236K	Sell	4,674 -268	-5%	-$13.5K	0.1%	112
2019 Q4	$249K	Sell	4,942 -145	-3%	-$7.31K	0.07%	124
2019 Q3	$257K	Sell	5,087 -154	-3%	-$7.76K	0.07%	114
2019 Q2	$264K	Buy	5,241 +1,207	+30%	+$60.3K	0.08%	113
2019 Q1	$201K	Buy	+4,034	New	+$199K	0.06%	131

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

King Wealth Management Group's ISTB Position: Q4 2021 in Review

King Wealth Management Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 4,480 shares — an estimated $229K sold.

King Wealth Management Group first reported a position in ISTB in Q1 2019 and held it in 11 quarters. The position peaked at $264K in Q2 2019. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

King Wealth Management Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
King Wealth Management Group sold 4,480 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $229K.
King Wealth Management Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 11 quarters.
King Wealth Management Group's iShares Core 1-5 Year USD Bond ETF position peaked at $264K in Q2 2019.
392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on King Wealth Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.