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

Resurgent Financial 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 Q1	–	Sell	-1,068	Closed	-$50.8K	–	336
2023 Q4	$50.8K	Sell	1,068 -38	-3%	-$1.77K	0.03%	333
2023 Q3	$51.3K	Sell	1,106 -421	-28%	-$19.6K	0.03%	325
2023 Q2	$71.2K	Sell	1,527 -5	-0.3%	-$235	0.05%	280
2023 Q1	$72.2K	Sell	1,532 -149	-9%	-$6.97K	0.05%	275
2022 Q4	$78.1K	Buy	+1,681	New	+$77.8K	0.04%	347

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TPI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Resurgent Financial Advisors's ISTB Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 1,068 shares — an estimated $50.8K sold.

Resurgent Financial Advisors first reported a position in ISTB in Q4 2022 and held it in 5 quarters. The position peaked at $78.1K in Q4 2022. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,068 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $50.8K.
Resurgent Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $78.1K in Q4 2022.
379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.