Pacific Sun Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Pacific Sun Financial’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 Q3	–	Sell	-7,800	Closed	-$368K	–	171
2023 Q2	$368K	Buy	+7,800	New	+$367K	0.25%	119
2022 Q4	$394K	Sell	8,480 -1,940	-19%	-$89.8K	0.28%	110
2022 Q3	$480K	Sell	10,420 -90	-0.9%	-$4.25K	0.34%	96
2022 Q2	$498K	Sell	10,510 -10	-0.1%	-$477	0.33%	99
2022 Q1	$510K	Buy	10,520 +40	+0.4%	+$1.98K	0.28%	107
2021 Q4	$529K	Buy	10,480 +640	+7%	+$32.4K	0.28%	104
2021 Q3	$503K	Buy	+9,840	New	+$504K	0.29%	100

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacific Sun Financial's ISTB Position: Q3 2023 in Review

Pacific Sun Financial sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 7,800 shares — an estimated $368K sold.

Pacific Sun Financial first reported a position in ISTB in Q3 2021 and held it in 7 quarters. The position peaked at $529K in Q4 2021. 358 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

Pacific Sun Financial reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Pacific Sun Financial sold 7,800 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $368K.
Pacific Sun Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 7 quarters.
Pacific Sun Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $529K in Q4 2021.
358 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Pacific Sun Financial's 13F filing for Q3 2023, filed 11 Jan 2024.