SS
ISTB icon

Simplicity Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-9,758
Closed -$460K – 1132
2023
Q1 		$460K Sell
9,758
-2,056
-17% -$96.2K 0.01% 719
2022
Q4 		$549K Buy
11,814
+2,078
+21% +$96.1K 0.07% 317
2022
Q3 		$449K Sell
9,736
-4,447
-31% -$210K 0.07% 341
2022
Q2 		$672K Sell
14,183
-1,490
-10% -$71.1K 0.09% 249
2022
Q1 		$760K Buy
15,673
+1,129
+8% +$55.8K 0.09% 227
2021
Q4 		$733K Sell
14,544
-334
-2% -$16.9K 0.08% 289
2021
Q3 		$760K Buy
+14,878
New +$762K 0.12% 190
2021
Q2 		– Sell
-19,294
Closed -$990K – 543
2021
Q1 		$990K Sell
19,294
-219,639
-92% -$11.3M 0.22% 103
2020
Q4 		$12.3M Sell
238,933
-88,727
-27% -$4.57M 0.18% 125
2020
Q3 		$16.9M Buy
327,660
+169,062
+107% +$8.72M 0.31% 66
2020
Q2 		$8.16M Sell
158,598
-35,925
-18% -$1.84M 0.16% 128
2020
Q1 		$9.82M Buy
194,523
+116,128
+148% +$5.86M 0.3% 65
2019
Q4 		$3.95M Buy
78,395
+31,178
+66% +$1.57M 0.12% 147
2019
Q3 		$2.38M Buy
47,217
+7,516
+19% +$379K 0.1% 170
2019
Q2 		$2M Buy
+39,701
New +$1.98M 0.09% 162

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Simplicity Solutions's ISTB Position: Q2 2023 in Review

Simplicity Solutions sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2023, closing a stake of 9,758 shares — an estimated $460K sold.

Simplicity Solutions first reported a position in ISTB in Q2 2019 and held it in 15 quarters. The position peaked at $16.9M in Q3 2020. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

  • Simplicity Solutions reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 9,758 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $460K.
  • Simplicity Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 15 quarters.
  • Simplicity Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $16.9M in Q3 2020.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.