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

Ritholtz Wealth Management’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
Q4 		– Sell
-9,900
Closed -$456K – 658
2022
Q3 		$456K Buy
+9,900
New +$467K 0.02% 420

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ritholtz Wealth Management's ISTB Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 9,900 shares — an estimated $456K sold.

Ritholtz Wealth Management first reported a position in ISTB in Q3 2022 and held it in 1 quarter. The position peaked at $456K in Q3 2022. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 9,900 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $456K.
  • Ritholtz Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $456K in Q3 2022.
  • 387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.