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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Selective Wealth Management's ISTB Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 18 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in ISTB in Q1 2020 and held it in 11 quarters. The position peaked at $6K in Q4 2020. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

Selective Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 18 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 11 quarters.
Selective Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $6K in Q4 2020.
387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.