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Madrona Financial Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Madrona Financial Services’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
Q1 		– Sell
-4,571
Closed -$212K – 86
2022
Q4 		$212K Sell
4,571
-1,822
-28% -$84.3K 0.12% 74
2022
Q3 		$295K Buy
6,393
+3
+0% +$142 0.18% 51
2022
Q2 		$303K Sell
6,390
-11,425
-64% -$545K 0.18% 57
2022
Q1 		$857K Sell
17,815
-75,695
-81% -$3.74M 0.42% 33
2021
Q4 		$4.72M Buy
93,510
+1,155
+1% +$58.5K 1.99% 16
2021
Q3 		$4.72M Buy
92,355
+4,514
+5% +$231K 2.24% 13
2021
Q2 		$4.5M Buy
87,841
+1,178
+1% +$60.5K 2.31% 13
2021
Q1 		$4.45M Buy
86,663
+8,483
+11% +$437K 2.28% 14
2020
Q4 		$4.04M Buy
78,180
+1,992
+3% +$103K 2.25% 12
2020
Q3 		$3.93M Buy
76,188
+5,109
+7% +$263K 2.46% 13
2020
Q2 		$3.66M Buy
71,079
+4,849
+7% +$248K 2.53% 14
2020
Q1 		$3.35M Buy
66,230
+1,447
+2% +$73K 2.78% 12
2019
Q4 		$3.27M Buy
64,783
+1,429
+2% +$72K 2.37% 16
2019
Q3 		$3.2M Buy
63,354
+818
+1% +$41.2K 2.35% 17
2019
Q2 		$3.15M Buy
+62,536
New +$3.12M 2.93% 14

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Madrona Financial Services's ISTB Position: Q1 2023 in Review

Madrona Financial Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 4,571 shares — an estimated $212K sold.

Madrona Financial Services first reported a position in ISTB in Q2 2019 and held it in 15 quarters. The position peaked at $4.72M in Q3 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • Madrona Financial Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Madrona Financial Services sold 4,571 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $212K.
  • Madrona Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 15 quarters.
  • Madrona Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $4.72M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on Madrona Financial Services's 13F filing for Q1 2023, filed 11 May 2023.