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Legal Advantage Investments’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Legal Advantage Investments’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
Q1 		– Sell
-528
Closed -$27K – 86
2020
Q4 		$27K Buy
+528
New +$27.2K 0.02% 93

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AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Legal Advantage Investments's ISTB Position: Q1 2021 in Review

Legal Advantage Investments sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 528 shares — an estimated $27K sold.

Legal Advantage Investments first reported a position in ISTB in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 328 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

  • Legal Advantage Investments reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Legal Advantage Investments sold 528 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $27K.
  • Legal Advantage Investments first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • Legal Advantage Investments's iShares Core 1-5 Year USD Bond ETF position peaked at $27K in Q4 2020.
  • 328 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Legal Advantage Investments's 13F filing for Q1 2021, filed 6 May 2021.