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New England Capital Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

New England Capital Financial Advisors’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
2023
Q2 		– Sell
-217
Closed -$10.2K – 416
2023
Q1 		$10.2K Sell
217
-1,368
-86% -$64K 0.01% 245
2022
Q4 		$74.7K Buy
+1,585
New +$73.3K 0.05% 90

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

New England Capital Financial Advisors's ISTB Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2023, closing a stake of 217 shares — an estimated $10.2K sold.

New England Capital Financial Advisors first reported a position in ISTB in Q4 2022 and held it in 2 quarters. The position peaked at $74.7K in Q4 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 217 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $10.2K.
  • New England Capital Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $74.7K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.