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

Koshinski Asset 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
2023 Q4	–	Sell	-15,806	Closed	-$733K	–	567
2023 Q3	$733K	Buy	15,806 +208	+1%	+$9.68K	0.08%	243
2023 Q2	$727K	Sell	15,598 -13,051	-46%	-$613K	0.08%	259
2023 Q1	$1.35M	Sell	28,649 -856	-3%	-$40.1K	0.13%	154
2022 Q4	$1.37M	Sell	29,505 -1,576	-5%	-$72.9K	0.13%	171
2022 Q3	$1.43M	Hold	31,081	–	–	0.17%	146
2022 Q2	$1.47M	Sell	31,081 -10,000	-24%	-$477K	0.15%	163
2022 Q1	$1.99M	Buy	+41,081	New	+$2.03M	0.16%	139
2021 Q4	–	Sell	-3,325	Closed	-$170K	–	2191
2021 Q3	$170K	Buy	+3,325	New	+$170K	0.01%	664

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koshinski Asset Management's ISTB Position: Q4 2023 in Review

Koshinski Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 15,806 shares — an estimated $733K sold.

Koshinski Asset Management first reported a position in ISTB in Q3 2021 and held it in 8 quarters. The position peaked at $1.99M in Q1 2022. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

Koshinski Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Koshinski Asset Management sold 15,806 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $733K.
Koshinski Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 8 quarters.
Koshinski Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.99M in Q1 2022.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.