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

Presilium 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
2023
Q3 		– Sell
-8,331
Closed -$389K – 58
2023
Q2 		$389K Buy
+8,331
New +$391K 0.13% 44

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Presilium Private Wealth's ISTB Position: Q3 2023 in Review

Presilium Private Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 8,331 shares — an estimated $389K sold.

Presilium Private Wealth first reported a position in ISTB in Q2 2023 and held it in 1 quarter. The position peaked at $389K in Q2 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • Presilium Private Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Presilium Private Wealth sold 8,331 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $389K.
  • Presilium Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and held it in 1 quarter.
  • Presilium Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $389K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Presilium Private Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.