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

Mayflower Financial 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
2024
Q1 		– Sell
-4,657
Closed -$221K – 361
2023
Q4 		$221K Buy
+4,657
New +$217K 0.03% 313

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

Mayflower Financial Advisors's ISTB Position: Q1 2024 in Review

Mayflower Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 4,657 shares — an estimated $221K sold.

Mayflower Financial Advisors first reported a position in ISTB in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Mayflower Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 4,657 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $221K.
  • Mayflower Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Mayflower Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $221K in Q4 2023.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Mayflower Financial Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.