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

Rockwood 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
2024
Q2 		– Sell
-7,343
Closed -$348K – 90
2024
Q1 		$348K Buy
+7,343
New +$348K 0.05% 59

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockwood Wealth Management's ISTB Position: Q2 2024 in Review

Rockwood Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 7,343 shares — an estimated $348K sold.

Rockwood Wealth Management first reported a position in ISTB in Q1 2024 and held it in 1 quarter. The position peaked at $348K in Q1 2024. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Rockwood Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Rockwood Wealth Management sold 7,343 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $348K.
  • Rockwood Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and held it in 1 quarter.
  • Rockwood Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $348K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Rockwood Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.