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

Nations Financial 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
2021
Q2 		– Sell
-4,309
Closed -$221K – 406
2021
Q1 		$221K Buy
+4,309
New +$222K 0.05% 327

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nations Financial Group's ISTB Position: Q2 2021 in Review

Nations Financial Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 4,309 shares — an estimated $221K sold.

Nations Financial Group first reported a position in ISTB in Q1 2021 and held it in 1 quarter. The position peaked at $221K in Q1 2021. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

  • Nations Financial Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Nations Financial Group sold 4,309 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $221K.
  • Nations Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and held it in 1 quarter.
  • Nations Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $221K in Q1 2021.
  • 340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

Based on Nations Financial Group's 13F filing for Q2 2021, filed 16 Aug 2021.