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Plante Moran Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Plante Moran Financial 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
-201
Closed -$10K – 1054
2020
Q4 		$10K Hold
201
– – ﹤0.01% 625
2020
Q3 		$10K Sell
201
-95
-32% -$4.9K ﹤0.01% 608
2020
Q2 		$15K Buy
+296
New +$15.1K 0.01% 478

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

Plante Moran Financial Advisors's ISTB Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 201 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in ISTB in Q2 2020 and held it in 3 quarters. The position peaked at $15K in Q2 2020. 329 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 201 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $15K in Q2 2020.
  • 329 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.