Patriot Financial Group Insurance Agency’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q1	–	Sell	-60	Closed	-$3K	–	2027
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	1565
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	1370
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	1310
2020 Q1	$3K	Hold	60	–	–	﹤0.01%	1216
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	1049
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	1025
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	1043
2019 Q1	$3K	Buy	+60	New	+$2.97K	﹤0.01%	946

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ISTB Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 60 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ISTB in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2020. 328 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 60 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares Core 1-5 Year USD Bond ETF position peaked at $3K in Q4 2020.
328 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.