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New England Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

New England Asset 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
2022
Q4 		– Sell
-6,583
Closed -$303K – 151
2022
Q3 		$303K Hold
6,583
– – 0.01% 119
2022
Q2 		$312K Buy
+6,583
New +$314K 0.01% 120

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Charles Schwab
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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Mariner
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New England Asset Management's ISTB Position: Q4 2022 in Review

New England Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 6,583 shares — an estimated $303K sold.

New England Asset Management first reported a position in ISTB in Q2 2022 and held it in 2 quarters. The position peaked at $312K in Q2 2022. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

  • New England Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • New England Asset Management sold 6,583 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $303K.
  • New England Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 2 quarters.
  • New England Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $312K in Q2 2022.
  • 387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on New England Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.