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

Oakwood 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
2021
Q1 		– Sell
-5,279
Closed -$273K – 62
2020
Q4 		$273K Buy
5,279
+290
+6% +$14.9K 0.08% 60
2020
Q3 		$257K Buy
4,989
+510
+11% +$26.3K 0.1% 55
2020
Q2 		$231K Buy
+4,479
New +$229K 0.1% 53

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Oakwood Capital Management's ISTB Position: Q1 2021 in Review

Oakwood Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 5,279 shares — an estimated $273K sold.

Oakwood Capital Management first reported a position in ISTB in Q2 2020 and held it in 3 quarters. The position peaked at $273K in Q4 2020. 328 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

  • Oakwood Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Oakwood Capital Management sold 5,279 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $273K.
  • Oakwood Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 3 quarters.
  • Oakwood Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $273K in Q4 2020.
  • 328 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Oakwood Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.