RIA
ISTB icon

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

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return