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LeRoy C. Kopp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

LeRoy C. Kopp’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
Q1 		$96K Buy
+2,015
New +$95.5K 0.05% 16

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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

LeRoy C. Kopp's ISTB Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024: 2,015 shares worth $96K. The stake represents 0.05% of the portfolio and ranks #16 among its holdings.

379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • LeRoy C. Kopp held 2,015 shares of iShares Core 1-5 Year USD Bond ETF worth $96K as of Q1 2024.
  • iShares Core 1-5 Year USD Bond ETF was a new LeRoy C. Kopp position in Q1 2024.
  • iShares Core 1-5 Year USD Bond ETF made up 0.05% of LeRoy C. Kopp's portfolio in Q1 2024, its #16 holding.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.