MRA Advisory Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-61,921	Closed	-$2.85M	–	108
2022 Q3	$2.85M	Sell	61,921 -8,199	-12%	-$387K	2.42%	18
2022 Q2	$3.32M	Buy	70,120 +3,668	+6%	+$175K	2.91%	12
2022 Q1	$3.22M	Sell	66,452 -158	-0.2%	-$7.8K	2.44%	15
2021 Q4	$3.36M	Buy	66,610 +2,692	+4%	+$136K	2.6%	12
2021 Q3	$3.26M	Buy	63,918 +1,004	+2%	+$51.4K	2.77%	5
2021 Q2	$3.23M	Buy	62,914 +11,560	+23%	+$593K	2.77%	8
2021 Q1	$2.63M	Sell	51,354 -2,952	-5%	-$152K	2.48%	15
2020 Q4	$2.8M	Buy	+54,306	New	+$2.8M	2.76%	11

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MRA Advisory Group's ISTB Position: Q4 2022 in Review

MRA Advisory Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 61,921 shares — an estimated $2.85M sold.

MRA Advisory Group first reported a position in ISTB in Q4 2020 and held it in 8 quarters. The position peaked at $3.36M in Q4 2021. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

MRA Advisory Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
MRA Advisory Group sold 61,921 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $2.85M.
MRA Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 8 quarters.
MRA Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $3.36M in Q4 2021.
387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on MRA Advisory Group's 13F filing for Q4 2022, filed 2 Feb 2023.