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

Shone Asset 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
2020
Q4 		$2.08M Buy
40,336
+728
+2% +$37.5K 1.62% 18
2020
Q3 		$2.04M Buy
39,608
+2,134
+6% +$110K 1.82% 16
2020
Q2 		$1.93M Sell
37,474
-117
-0.3% -$5.98K 1.92% 16
2020
Q1 		$1.92M Buy
+37,591
New +$1.9M 2.27% 14

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

Shone Asset Management's ISTB Position: Q4 2020 in Review

Shone Asset Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.8% in Q4 2020, buying an estimated $37.5K and bringing the position to 40,336 shares worth $2.08M. The position accounts for 1.62% of the portfolio, ranked #18.

Shone Asset Management first reported a position in ISTB in Q1 2020 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Shone Asset Management held 40,336 shares of iShares Core 1-5 Year USD Bond ETF worth $2.08M as of Q4 2020.
  • Shone Asset Management bought 728 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $37.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 1.62% of Shone Asset Management's portfolio in Q4 2020, its #18 holding.
  • Shone Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.