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

Retirement 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 Q1	$4.36K	Hold	92	–	–	﹤0.01%	580
2023 Q4	$4.38K	Hold	92	–	–	﹤0.01%	545
2023 Q3	$4.27K	Hold	92	–	–	﹤0.01%	503
2023 Q2	$4.29K	Hold	92	–	–	﹤0.01%	533
2023 Q1	$4K	Hold	92	–	–	﹤0.01%	517
2022 Q4	$4K	Sell	92 -114	-55%	-$5.28K	﹤0.01%	455
2022 Q3	$9K	Buy	206 +114	+124%	+$5.38K	0.01%	262
2022 Q2	$4K	Hold	92	–	–	﹤0.01%	554
2022 Q1	$4K	Hold	92	–	–	﹤0.01%	570
2021 Q4	$5K	Hold	92	–	–	﹤0.01%	523
2021 Q3	$5K	Hold	92	–	–	﹤0.01%	447
2021 Q2	$5K	Hold	92	–	–	﹤0.01%	490
2021 Q1	$5K	Hold	92	–	–	﹤0.01%	559
2020 Q4	$4K	Sell	92 -30,646	-100%	-$1.58M	﹤0.01%	527
2020 Q3	$1.58M	Buy	30,738 +1,164	+4%	+$60K	0.89%	25
2020 Q2	$1.52M	Buy	+29,574	New	+$1.51M	0.94%	26
2019 Q4	$1.37M	Buy	+27,121	New	+$1.37M	0.89%	28

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

Retirement Group's ISTB Position: Q1 2024 in Review

Retirement Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2024 at 92 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Retirement Group first reported a position in ISTB in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.58M in Q3 2020. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

Retirement Group held 92 shares of iShares Core 1-5 Year USD Bond ETF worth $4.36K as of Q1 2024.
Retirement Group left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2024.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #580 holding.
Retirement Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.58M in Q3 2020.
379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.