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

Realta Investment 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
2024 Q3	–	Sell	-441	Closed	-$20.9K	–	549
2024 Q2	$20.9K	Buy	441 +4	+0.9%	+$189	﹤0.01%	617
2024 Q1	$20.7K	Buy	+437	New	+$20.7K	﹤0.01%	636
2023 Q4	–	Sell	-426	Closed	-$19.9K	–	606
2023 Q3	$19.9K	Hold	426	–	–	﹤0.01%	613
2023 Q2	$19.9K	Buy	+426	New	+$20K	﹤0.01%	657
2023 Q1	–	Sell	-881	Closed	-$40.9K	–	618
2022 Q4	$40.9K	Buy	881 +3	+0.3%	+$139	0.01%	567
2022 Q3	$40K	Buy	+878	New	+$41.4K	0.01%	550
2020 Q1	–	Sell	-480	Closed	-$24K	–	847
2019 Q4	$24K	Hold	480	–	–	0.01%	864
2019 Q3	$24K	Hold	480	–	–	0.01%	865
2019 Q2	$24K	Buy	480 +460	+2,300%	+$23K	0.01%	871
2019 Q1	$1K	Buy	+20	New	+$989	﹤0.01%	1284

Other funds holding ISTB

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Realta Investment Advisors's ISTB Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 441 shares — an estimated $20.9K sold.

Realta Investment Advisors first reported a position in ISTB in Q1 2019 and held it in 10 quarters. The position peaked at $40.9K in Q4 2022. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 441 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $20.9K.
Realta Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $40.9K in Q4 2022.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.