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NorthRock Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

NorthRock Partners’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
-319
Closed -$15.1K – 836
2024
Q1 		$15.1K Sell
319
-2,671
-89% -$127K ﹤0.01% 723
2023
Q4 		$142K Buy
+2,990
New +$140K 0.01% 568

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
Charles Schwab
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NorthRock Partners's ISTB Position: Q2 2024 in Review

NorthRock Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 319 shares — an estimated $15.1K sold.

NorthRock Partners first reported a position in ISTB in Q4 2023 and held it in 2 quarters. The position peaked at $142K in Q4 2023. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • NorthRock Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • NorthRock Partners sold 319 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $15.1K.
  • NorthRock Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • NorthRock Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $142K 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 NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.