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Second Half Financial Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-37,308
Closed -$1.74M – 88
2023
Q2 		$1.74M Buy
+37,308
New +$1.75M 0.4% 72

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Second Half Financial Partners's ISTB Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 37,308 shares — an estimated $1.74M sold.

Second Half Financial Partners first reported a position in ISTB in Q2 2023 and held it in 1 quarter. The position peaked at $1.74M in Q2 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 37,308 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $1.74M.
  • Second Half Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $1.74M in Q2 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.