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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 		$1.77K 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return