MI
ISTB icon

Moneywise Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Moneywise Inc’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
-5,749
Closed -$279K – 54
2022
Q1 		$279K Sell
5,749
-243
-4% -$12K 0.18% 40
2021
Q4 		$302K Sell
5,992
-364
-6% -$18.4K 0.19% 39
2021
Q3 		$325K Sell
6,356
-6,532
-51% -$335K 0.21% 38
2021
Q2 		$661K Sell
12,888
-2,450
-16% -$126K 0.45% 28
2021
Q1 		$787K Buy
15,338
+15
+0.1% +$772 0.53% 27
2020
Q4 		$791K Buy
15,323
+31
+0.2% +$1.6K 0.57% 27
2020
Q3 		$788K Buy
15,292
+3,811
+33% +$197K 0.63% 30
2020
Q2 		$591K Sell
11,481
-163
-1% -$8.33K 0.47% 30
2020
Q1 		$588K Sell
11,644
-429
-4% -$21.6K 0.52% 27
2019
Q4 		$610K Buy
12,073
+1,196
+11% +$60.3K 0.46% 22
2019
Q3 		$549K Sell
10,877
-784
-7% -$39.5K 0.44% 21
2019
Q2 		$588K Buy
11,661
+3,490
+43% +$174K 0.45% 21
2019
Q1 		$403K Sell
8,171
-3,627
-31% -$179K 0.35% 22
2018
Q4 		$579K Buy
11,798
+1,321
+13% +$64.5K 0.55% 20
2018
Q3 		$513K Buy
10,477
+2,266
+28% +$111K 0.43% 21
2018
Q2 		$403K Buy
8,211
+40
+0.5% +$1.96K 0.34% 24
2018
Q1 		$403K Buy
8,171
+1,891
+30% +$93.5K 0.33% 24
2017
Q4 		$313K Buy
6,280
+163
+3% +$8.15K 0.23% 27
2017
Q3 		$308K Sell
6,117
-725
-11% -$36.5K 0.24% 26
2017
Q2 		$344K Buy
6,842
+830
+14% +$41.7K 0.29% 24
2017
Q1 		$301K Buy
6,012
+155
+3% +$7.76K 0.27% 27
2016
Q4 		$293K Buy
5,857
+277
+5% +$13.9K 0.29% 26
2016
Q3 		$283K Buy
+5,580
New +$283K 0.3% 24

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Moneywise Inc's ISTB Position: Q2 2022 in Review

Moneywise Inc sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 5,749 shares — an estimated $279K sold.

Moneywise Inc first reported a position in ISTB in Q3 2016 and held it in 23 quarters. The position peaked at $791K in Q4 2020. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Moneywise Inc reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Moneywise Inc sold 5,749 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $279K.
  • Moneywise Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2016 and held it in 23 quarters.
  • Moneywise Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $791K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Moneywise Inc's 13F filing for Q2 2022, filed 2 Aug 2022.