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Resource Planning Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Resource Planning 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
2021
Q4 		– Sell
-4,219
Closed -$215K – 77
2021
Q3 		$215K Sell
4,219
-130
-3% -$6.66K 0.14% 79
2021
Q2 		$223K Buy
+4,349
New +$223K 0.13% 77

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Resource Planning Group's ISTB Position: Q4 2021 in Review

Resource Planning Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 4,219 shares — an estimated $215K sold.

Resource Planning Group first reported a position in ISTB in Q2 2021 and held it in 2 quarters. The position peaked at $223K in Q2 2021. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

  • Resource Planning Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Resource Planning Group sold 4,219 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $215K.
  • Resource Planning Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 2 quarters.
  • Resource Planning Group's iShares Core 1-5 Year USD Bond ETF position peaked at $223K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.