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

Orgel Wealth 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
Q2 		– Sell
-6,420
Closed -$311K – 68
2022
Q1 		$311K Hold
6,420
– – 0.02% 46
2021
Q4 		$324K Hold
6,420
– – 0.03% 42
2021
Q3 		$328K Hold
6,420
– – 0.04% 39
2021
Q2 		$329K Hold
6,420
– – 0.04% 39
2021
Q1 		$329K Hold
6,420
– – 0.05% 35
2020
Q4 		$332K Hold
6,420
– – 0.07% 31
2020
Q3 		$331K Hold
6,420
– – 0.09% 33
2020
Q2 		$330K Hold
6,420
– – 0.12% 34
2020
Q1 		$324K Sell
6,420
-156,033
-96% -$7.87M 0.13% 27
2019
Q4 		$8.19M Buy
162,453
+75,410
+87% +$3.8M 2.25% 9
2019
Q3 		$4.39M Buy
87,043
+14,558
+20% +$734K 1.65% 8
2019
Q2 		$3.65M Buy
72,485
+20,032
+38% +$1M 1.43% 8
2019
Q1 		$2.62M Sell
52,453
-9,788
-16% -$484K 0.88% 13
2018
Q4 		$3.05M Buy
62,241
+45,571
+273% +$2.22M 0.92% 8
2018
Q3 		$817K Buy
16,670
+2,205
+15% +$108K 0.36% 16
2018
Q2 		$710K Buy
14,465
+1,377
+11% +$67.6K 0.18% 19
2018
Q1 		$646K Buy
13,088
+5,842
+81% +$289K 0.16% 19
2017
Q4 		$361K Buy
7,246
+131
+2% +$6.55K 0.09% 28
2017
Q3 		$358K Buy
7,115
+1,530
+27% +$76.9K 0.12% 15
2017
Q2 		$281K Buy
5,585
+492
+10% +$24.7K 0.1% 14
2017
Q1 		$256K Buy
+5,093
New +$255K 0.11% 18

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Orgel Wealth Management's ISTB Position: Q2 2022 in Review

Orgel Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 6,420 shares — an estimated $311K sold.

Orgel Wealth Management first reported a position in ISTB in Q1 2017 and held it in 21 quarters. The position peaked at $8.19M in Q4 2019. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Orgel Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Orgel Wealth Management sold 6,420 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $311K.
  • Orgel Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and held it in 21 quarters.
  • Orgel Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $8.19M in Q4 2019.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Orgel Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.