KIG
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Kowal Investment Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kowal Investment 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
2023
Q3 		– Sell
-6,323
Closed -$295K – 160
2023
Q2 		$295K Buy
6,323
+35
+0.6% +$1.65K 0.08% 124
2023
Q1 		$297K Sell
6,288
-1,929
-23% -$90.3K 0.08% 118
2022
Q4 		$382K Buy
+8,217
New +$380K 0.11% 98
2021
Q4 		– Sell
-92
Closed -$5K – 519
2021
Q3 		$5K Buy
+92
New +$4.71K ﹤0.01% 645

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kowal Investment Group's ISTB Position: Q3 2023 in Review

Kowal Investment Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 6,323 shares — an estimated $295K sold.

Kowal Investment Group first reported a position in ISTB in Q3 2021 and held it in 4 quarters. The position peaked at $382K in Q4 2022. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • Kowal Investment Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Kowal Investment Group sold 6,323 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $295K.
  • Kowal Investment Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 4 quarters.
  • Kowal Investment Group's iShares Core 1-5 Year USD Bond ETF position peaked at $382K in Q4 2022.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Kowal Investment Group's 13F filing for Q3 2023, filed 25 Oct 2023.