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Legacy Investment Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$575 Hold
12
– – ﹤0.01% 648
2024
Q3 		$575 Buy
+12
New +$578 ﹤0.01% 598

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TPI
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BlackRock
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Investment Solutions's ISTB Position: Q4 2024 in Review

Legacy Investment Solutions held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q4 2024 at 12 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Legacy Investment Solutions first reported a position in ISTB in Q3 2024 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • Legacy Investment Solutions held 12 shares of iShares Core 1-5 Year USD Bond ETF worth $575 as of Q4 2024.
  • Legacy Investment Solutions left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q4 2024.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #648 holding.
  • Legacy Investment Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.