RCA
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Rowland Carmichael Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$806K Sell
15,604
-37,377
-71% -$1.93M 0.25% 90
2020
Q3 		$2.73M Sell
52,981
-38,064
-42% -$1.96M 1.07% 13
2020
Q2 		$4.69M Buy
+91,045
New +$4.65M 1.99% 6

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Rowland Carmichael Advisors's ISTB Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 71% in Q4 2020, selling an estimated $1.93M and leaving 15,604 shares worth $806K. The position accounts for 0.25% of the portfolio, ranked #90.

Rowland Carmichael Advisors first reported a position in ISTB in Q2 2020 and has held it in 3 quarters since. The position peaked at $4.69M in Q2 2020. 313 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Rowland Carmichael Advisors held 15,604 shares of iShares Core 1-5 Year USD Bond ETF worth $806K as of Q4 2020.
  • Rowland Carmichael Advisors sold 37,377 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $1.93M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.25% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #90 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • Rowland Carmichael Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $4.69M in Q2 2020.
  • 313 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.