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

Selective 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
2022 Q4	–	Sell	-18	Closed	-$1K	–	416
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	728
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	725
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	689
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	637
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	564
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	482
2021 Q1	$1K	Sell	18 -95	-84%	-$4.89K	﹤0.01%	374
2020 Q4	$6K	Hold	113	–	–	﹤0.01%	282
2020 Q3	$6K	Hold	113	–	–	﹤0.01%	239
2020 Q2	$6K	Hold	113	–	–	0.01%	285
2020 Q1	$6K	Buy	+113	New	+$5.7K	0.01%	189

Other funds holding ISTB

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return