Smith Shellnut Wilson’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Smith Shellnut Wilson’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
2021 Q3	–	Sell	-1,784	Closed	-$92K	–	168
2021 Q2	$92K	Buy	1,784 +3	+0.2%	+$154	0.05%	137
2021 Q1	$91K	Buy	1,781 +2	+0.1%	+$103	0.06%	136
2020 Q4	$92K	Buy	1,779 +1,688	+1,855%	+$87K	0.05%	138
2020 Q3	$1.77M	Sell	91 -1,679	-95%	-$86.6K	0.66%	27
2020 Q2	$91K	Buy	1,770 +5	+0.3%	+$255	0.07%	119
2020 Q1	$89K	Buy	1,765 +3	+0.2%	+$151	0.07%	112
2019 Q4	$89K	Buy	1,762 +7	+0.4%	+$353	0.06%	132
2019 Q3	$89K	Buy	1,755 +5	+0.3%	+$252	0.07%	123
2019 Q2	$88K	Buy	+1,750	New	+$87.4K	0.07%	122

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Smith Shellnut Wilson's ISTB Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2021, closing a stake of 1,784 shares — an estimated $92K sold.

Smith Shellnut Wilson first reported a position in ISTB in Q2 2019 and held it in 9 quarters. The position peaked at $1.77M in Q3 2020. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

Smith Shellnut Wilson reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 1,784 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $92K.
Smith Shellnut Wilson first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 9 quarters.
Smith Shellnut Wilson's iShares Core 1-5 Year USD Bond ETF position peaked at $1.77M in Q3 2020.
351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.