Long Run Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Long Run Wealth Advisors’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	-17,886	Closed	-$834K	–	88
2023 Q2	$834K	Hold	17,886	–	–	0.27%	66
2023 Q1	$843K	Buy	17,886 +99	+0.6%	+$4.63K	0.29%	63
2022 Q4	$826K	Sell	17,787 -635	-3%	-$29.4K	0.3%	66
2022 Q3	$849K	Buy	18,422 +1,152	+7%	+$54.4K	0.34%	64
2022 Q2	$819K	Sell	17,270 -12,492	-42%	-$596K	0.32%	62
2022 Q1	$1.44M	Buy	29,762 +174	+0.6%	+$8.6K	0.5%	47
2021 Q4	$1.49M	Buy	+29,588	New	+$1.5M	0.52%	47

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Long Run Wealth Advisors's ISTB Position: Q3 2023 in Review

Long Run Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 17,886 shares — an estimated $834K sold.

Long Run Wealth Advisors first reported a position in ISTB in Q4 2021 and held it in 7 quarters. The position peaked at $1.49M in Q4 2021. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

Long Run Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 17,886 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $834K.
Long Run Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 7 quarters.
Long Run Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.49M in Q4 2021.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Long Run Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.