MWM
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Marion Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Marion Wealth Management’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
Q4 		– Sell
-9,631
Closed -$447K – 126
2023
Q3 		$447K Hold
9,631
– – 0.16% 87
2023
Q2 		$449K Buy
9,631
+158
+2% +$7.42K 0.16% 85
2023
Q1 		$447K Buy
9,473
+14
+0.1% +$655 0.17% 85
2022
Q4 		$439K Sell
9,459
-490
-5% -$22.7K 0.19% 83
2022
Q3 		$459K Sell
9,949
-772
-7% -$36.4K 0.24% 77
2022
Q2 		$508K Sell
10,721
-2,926
-21% -$140K 0.27% 79
2022
Q1 		$661K Sell
13,647
-55
-0.4% -$2.72K 0.32% 65
2021
Q4 		$691K Buy
+13,702
New +$694K 0.33% 64

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return