MV Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MV Capital 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	-13	Closed	-$617	–	1021
2024 Q1	$617	Hold	13	–	–	﹤0.01%	698
2023 Q4	$619	Hold	13	–	–	﹤0.01%	674
2023 Q3	$603	Hold	13	–	–	﹤0.01%	663
2023 Q2	$607	Buy	+13	New	+$611	﹤0.01%	671

Other funds holding ISTB

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MV Capital Management's ISTB Position: Q2 2024 in Review

MV Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 13 shares — an estimated $617 sold.

MV Capital Management first reported a position in ISTB in Q2 2023 and held it in 4 quarters. The position peaked at $619 in Q4 2023. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

MV Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
MV Capital Management sold 13 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $617.
MV Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and held it in 4 quarters.
MV Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $619 in Q4 2023.
370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on MV Capital Management's 13F filing for Q2 2024, filed 1 Aug 2024.