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Relative Value Partners Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Relative Value Partners Group’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
Q2 		– Sell
-6,866
Closed -$328K – 405
2024
Q1 		$328K Hold
6,866
– – 0.02% 233
2023
Q4 		$327K Buy
+6,866
New +$321K 0.02% 237

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Relative Value Partners Group's ISTB Position: Q2 2024 in Review

Relative Value Partners Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 6,866 shares — an estimated $328K sold.

Relative Value Partners Group first reported a position in ISTB in Q4 2023 and held it in 2 quarters. The position peaked at $328K in Q1 2024. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Relative Value Partners Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 6,866 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $328K.
  • Relative Value Partners Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • Relative Value Partners Group's iShares Core 1-5 Year USD Bond ETF position peaked at $328K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.