MBM Wealth Consultants’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MBM Wealth Consultants’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
2022 Q2	–	Sell	-202,797	Closed	-$9.83M	–	292
2022 Q1	$9.83M	Buy	202,797 +6,402	+3%	+$316K	4.08%	6
2021 Q4	$9.9M	Buy	196,395 +13,418	+7%	+$680K	4.11%	6
2021 Q3	$9.35M	Buy	182,977 +9,282	+5%	+$476K	4.27%	5
2021 Q2	$8.91M	Sell	173,695 -30,515	-15%	-$1.57M	4.18%	6
2021 Q1	$10.5M	Buy	204,210 +53,760	+36%	+$2.77M	5.32%	5
2020 Q4	$7.77M	Buy	+150,450	New	+$7.75M	4.23%	6

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

MBM Wealth Consultants's ISTB Position: Q2 2022 in Review

MBM Wealth Consultants sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 202,797 shares — an estimated $9.83M sold.

MBM Wealth Consultants first reported a position in ISTB in Q4 2020 and held it in 6 quarters. The position peaked at $10.5M in Q1 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

MBM Wealth Consultants reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 202,797 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $9.83M.
MBM Wealth Consultants first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 6 quarters.
MBM Wealth Consultants's iShares Core 1-5 Year USD Bond ETF position peaked at $10.5M in Q1 2021.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.