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

Pacific Capital 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
2020
Q4 		– Sell
-1,532
Closed -$79K – 119
2020
Q3 		$79K Buy
+1,532
New +$79K 0.05% 91

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AA
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Pacific Capital Wealth Advisors's ISTB Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 1,532 shares — an estimated $79K sold.

Pacific Capital Wealth Advisors first reported a position in ISTB in Q3 2020 and held it in 1 quarter. The position peaked at $79K in Q3 2020. 314 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,532 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $79K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $79K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.