L. Roy Papp & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

L. Roy Papp & Associates’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 Q2	–	Sell	-4,455	Closed	-$228K	–	174
2021 Q1	$228K	Hold	4,455	–	–	0.03%	163
2020 Q4	$230K	Hold	4,455	–	–	0.03%	164
2020 Q3	$230K	Hold	4,455	–	–	0.03%	163
2020 Q2	$229K	Buy	+4,455	New	+$228K	0.03%	153

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L. Roy Papp & Associates's ISTB Position: Q2 2021 in Review

L. Roy Papp & Associates sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 4,455 shares — an estimated $228K sold.

L. Roy Papp & Associates first reported a position in ISTB in Q2 2020 and held it in 4 quarters. The position peaked at $230K in Q4 2020. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

L. Roy Papp & Associates reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
L. Roy Papp & Associates sold 4,455 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $228K.
L. Roy Papp & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 4 quarters.
L. Roy Papp & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $230K in Q4 2020.
340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

Based on L. Roy Papp & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.