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Pinnacle Private Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Pinnacle Private Wealth’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
Q2 		$519K Hold
10,940
– – 0.2% 120
2022
Q1 		$530K Sell
10,940
-200
-2% -$9.88K 0.17% 142
2021
Q4 		$562K Buy
+11,140
New +$564K 0.18% 136

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Private Wealth's ISTB Position: Q2 2022 in Review

Pinnacle Private Wealth held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2022 at 10,940 shares worth $519K. The position accounts for 0.2% of the portfolio, ranked #120.

Pinnacle Private Wealth first reported a position in ISTB in Q4 2021 and has held it in 3 quarters since. The position peaked at $562K in Q4 2021. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Pinnacle Private Wealth held 10,940 shares of iShares Core 1-5 Year USD Bond ETF worth $519K as of Q2 2022.
  • Pinnacle Private Wealth left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2022.
  • iShares Core 1-5 Year USD Bond ETF made up 0.2% of Pinnacle Private Wealth's portfolio in Q2 2022, its #120 holding.
  • Pinnacle Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $562K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.