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

Roundview Capital’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
Q4 		– Sell
-4,450
Closed -$227K – 301
2021
Q3 		$227K Sell
4,450
-1,984
-31% -$102K 0.03% 275
2021
Q2 		$330K Buy
+6,434
New +$330K 0.04% 247

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Roundview Capital's ISTB Position: Q4 2021 in Review

Roundview Capital sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2021, closing a stake of 4,450 shares — an estimated $227K sold.

Roundview Capital first reported a position in ISTB in Q2 2021 and held it in 2 quarters. The position peaked at $330K in Q2 2021. 392 funds tracked by Wall St. Rank hold ISTB as of Q4 2021.

  • Roundview Capital reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Roundview Capital sold 4,450 iShares Core 1-5 Year USD Bond ETF shares in Q4 2021, an estimated $227K.
  • Roundview Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 2 quarters.
  • Roundview Capital's iShares Core 1-5 Year USD Bond ETF position peaked at $330K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2021.

Based on Roundview Capital's 13F filing for Q4 2021, filed 10 Feb 2022.