RCS
ISTB icon

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

Retirement Capital Strategies’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
Q3 		– Sell
-146,401
Closed -$7.51M – 75
2021
Q2 		$7.51M Buy
+146,401
New +$7.51M 2.86% 10

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Retirement Capital Strategies's ISTB Position: Q3 2021 in Review

Retirement Capital Strategies sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2021, closing a stake of 146,401 shares — an estimated $7.51M sold.

Retirement Capital Strategies first reported a position in ISTB in Q2 2021 and held it in 1 quarter. The position peaked at $7.51M in Q2 2021. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

  • Retirement Capital Strategies reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 146,401 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $7.51M.
  • Retirement Capital Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $7.51M in Q2 2021.
  • 351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Retirement Capital Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.