Mid Atlantic Financial Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$6.29M	Sell	123,232 -1,009	-0.8%	-$51.7K	0.42%	46
2021 Q2	$6.37M	Sell	124,241 -74,685	-38%	-$3.83M	0.43%	44
2021 Q1	$10.2M	Sell	198,926 -38,343	-16%	-$1.97M	0.75%	21
2020 Q4	$12.3M	Sell	237,269 -244,172	-51%	-$12.6M	0.94%	20
2020 Q3	$24.8M	Buy	481,441 +81,793	+20%	+$4.22M	2.16%	8
2020 Q2	$20.6M	Buy	+399,648	New	+$20.4M	1.98%	7

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mid Atlantic Financial Management's ISTB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.81% in Q3 2021, selling an estimated $51.7K and leaving 123,232 shares worth $6.29M. The position accounts for 0.42% of the portfolio, ranked #46.

Mid Atlantic Financial Management first reported a position in ISTB in Q2 2020 and has held it in 6 quarters since. The position peaked at $24.8M in Q3 2020. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

Mid Atlantic Financial Management held 123,232 shares of iShares Core 1-5 Year USD Bond ETF worth $6.29M as of Q3 2021.
Mid Atlantic Financial Management sold 1,009 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $51.7K.
iShares Core 1-5 Year USD Bond ETF made up 0.42% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #46 holding.
Mid Atlantic Financial Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 6 quarters since.
Mid Atlantic Financial Management's iShares Core 1-5 Year USD Bond ETF position peaked at $24.8M in Q3 2020.
351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.