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

Resonant Capital 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
2022
Q1 		– Sell
-4,091
Closed -$206K – 226
2021
Q4 		$206K Buy
+4,091
New +$207K 0.03% 200

Other funds holding ISTB

RJA
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AA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Resonant Capital Advisors's ISTB Position: Q1 2022 in Review

Resonant Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 4,091 shares — an estimated $206K sold.

Resonant Capital Advisors first reported a position in ISTB in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

  • Resonant Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Resonant Capital Advisors sold 4,091 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $206K.
  • Resonant Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Resonant Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $206K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Resonant Capital Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.