Ridgecrest Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ridgecrest Wealth Partners’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 Q3	–	Sell	-7,400	Closed	-$351K	–	103
2022 Q2	$351K	Sell	7,400 -5,200	-41%	-$248K	0.26%	69
2022 Q1	$611K	Sell	12,600 -117,315	-90%	-$5.8M	0.39%	52
2021 Q4	$6.55M	Buy	129,915 +15,065	+13%	+$763K	3.19%	5
2021 Q3	$5.87M	Buy	114,850 +33,095	+40%	+$1.7M	3.19%	5
2021 Q2	$4.19M	Buy	81,755 +77,830	+1,983%	+$3.99M	2.62%	12
2021 Q1	$201K	Buy	+3,925	New	+$202K	0.19%	87

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ridgecrest Wealth Partners's ISTB Position: Q3 2022 in Review

Ridgecrest Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 7,400 shares — an estimated $351K sold.

Ridgecrest Wealth Partners first reported a position in ISTB in Q1 2021 and held it in 6 quarters. The position peaked at $6.55M in Q4 2021. 375 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

Ridgecrest Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 7,400 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $351K.
Ridgecrest Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and held it in 6 quarters.
Ridgecrest Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $6.55M in Q4 2021.
375 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2022, filed 20 Oct 2022.