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

Mission 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
2024
Q2 		– Sell
-4,782
Closed -$227K – 706
2024
Q1 		$227K Buy
+4,782
New +$227K 0.01% 617
2020
Q4 		– Sell
-4,150
Closed -$214K – 418
2020
Q3 		$214K Sell
4,150
-715
-15% -$36.9K 0.02% 334
2020
Q2 		$250K Sell
4,865
-764
-14% -$39K 0.02% 282
2020
Q1 		$284K Sell
5,629
-1,282
-19% -$64.7K 0.03% 218
2019
Q4 		$348K Sell
6,911
-2,775
-29% -$140K 0.03% 227
2019
Q3 		$489K Buy
9,686
+15
+0.2% +$756 0.05% 172
2019
Q2 		$488K Sell
9,671
-3,945
-29% -$197K 0.05% 172
2019
Q1 		$679K Sell
13,616
-1,349
-9% -$66.7K 0.08% 132
2018
Q4 		$734K Sell
14,965
-4,294
-22% -$210K 0.1% 110
2018
Q3 		$944K Sell
19,259
-1,121
-6% -$55K 0.12% 96
2018
Q2 		$1M Buy
+20,380
New +$1M 0.15% 85

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mission Wealth Management's ISTB Position: Q2 2024 in Review

Mission Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 4,782 shares — an estimated $227K sold.

Mission Wealth Management first reported a position in ISTB in Q2 2018 and held it in 11 quarters. The position peaked at $1M in Q2 2018. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Mission Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 4,782 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $227K.
  • Mission Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 11 quarters.
  • Mission Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1M in Q2 2018.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.