SI
ISTB icon

Saxon Interests’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Saxon Interests’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
-6,588
Closed -$312K – 155
2022
Q2 		$312K Sell
6,588
-4,085
-38% -$195K 0.19% 111
2022
Q1 		$517K Sell
10,673
-272
-2% -$13.4K 0.28% 78
2021
Q4 		$549K Buy
+10,945
New +$554K 0.31% 72

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Saxon Interests's ISTB Position: Q3 2022 in Review

Saxon Interests sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 6,588 shares — an estimated $312K sold.

Saxon Interests first reported a position in ISTB in Q4 2021 and held it in 3 quarters. The position peaked at $549K in Q4 2021. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

  • Saxon Interests reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Saxon Interests sold 6,588 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $312K.
  • Saxon Interests first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 3 quarters.
  • Saxon Interests's iShares Core 1-5 Year USD Bond ETF position peaked at $549K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Saxon Interests's 13F filing for Q3 2022, filed 19 Oct 2022.