Palladium Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Palladium Partners’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 Q1	$8.59M	Sell	177,253 -2,711	-2%	-$134K	0.38%	68
2021 Q4	$9.08M	Buy	179,964 +10,787	+6%	+$546K	0.37%	67
2021 Q3	$8.64M	Buy	169,177 +1,270	+0.8%	+$65.1K	0.39%	67
2021 Q2	$8.61M	Buy	167,907 +27,875	+20%	+$1.43M	0.41%	64
2021 Q1	$7.18M	Buy	+140,032	New	+$7.21M	0.36%	71

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Palladium Partners's ISTB Position: Q1 2022 in Review

Palladium Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.5% in Q1 2022, selling an estimated $134K and leaving 177,253 shares worth $8.59M. The position accounts for 0.38% of the portfolio, ranked #68.

Palladium Partners first reported a position in ISTB in Q1 2021 and has held it in 5 quarters since. The position peaked at $9.08M in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Palladium Partners held 177,253 shares of iShares Core 1-5 Year USD Bond ETF worth $8.59M as of Q1 2022.
Palladium Partners sold 2,711 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $134K.
iShares Core 1-5 Year USD Bond ETF made up 0.38% of Palladium Partners's portfolio in Q1 2022, its #68 holding.
Palladium Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 5 quarters since.
Palladium Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $9.08M in Q4 2021.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.