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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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return