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

Peddock Capital 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
2021 Q1	–	Sell	-644	Closed	-$33K	–	219
2020 Q4	$33K	Buy	+644	New	+$33.2K	0.02%	190
2020 Q1	–	Sell	-644	Closed	-$32K	–	166
2019 Q4	$32K	Buy	+644	New	+$32.4K	0.02%	181
2019 Q2	–	Sell	-2,854	Closed	-$14K	–	164
2019 Q1	$14K	Buy	2,854 +516	+22%	+$25.5K	0.01%	207
2018 Q4	$115K	Buy	2,338 +9	+0.4%	+$439	0.07%	134
2018 Q3	$114K	Sell	2,329 -38	-2%	-$1.86K	0.05%	142
2018 Q2	$116K	Buy	2,367 +95	+4%	+$4.66K	0.06%	143
2018 Q1	$112K	Buy	+2,272	New	+$112K	0.06%	141

Other funds holding ISTB

RJA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $95.2B AUM 32.92% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Peddock Capital Advisors's ISTB Position: Q1 2021 in Review

Peddock Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 644 shares — an estimated $33K sold.

Peddock Capital Advisors first reported a position in ISTB in Q1 2018 and held it in 7 quarters. The position peaked at $116K in Q2 2018. 329 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

Peddock Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 644 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $33K.
Peddock Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 7 quarters.
Peddock Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $116K in Q2 2018.
329 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.