SOS
ISTB icon

Silver Oak Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Silver Oak Securities’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
2024
Q1 		– Sell
-5,334
Closed -$254K – 513
2023
Q4 		$254K Buy
+5,334
New +$249K 0.03% 410

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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

Silver Oak Securities's ISTB Position: Q1 2024 in Review

Silver Oak Securities sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 5,334 shares — an estimated $254K sold.

Silver Oak Securities first reported a position in ISTB in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

  • Silver Oak Securities reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 5,334 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $254K.
  • Silver Oak Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Silver Oak Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $254K in Q4 2023.
  • 379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.