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Paces Ferry Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Paces Ferry Wealth 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
Q1 		– Sell
-9,900
Closed -$460K – 114
2022
Q4 		$460K Buy
+9,900
New +$458K 0.45% 50

Other funds holding ISTB

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Bank of America
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Ameriprise
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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paces Ferry Wealth Advisors's ISTB Position: Q1 2023 in Review

Paces Ferry Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 9,900 shares — an estimated $460K sold.

Paces Ferry Wealth Advisors first reported a position in ISTB in Q4 2022 and held it in 1 quarter. The position peaked at $460K in Q4 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • Paces Ferry Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 9,900 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $460K.
  • Paces Ferry Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $460K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.