Snowden Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Snowden Capital Advisors’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
2022 Q1	–	Sell	-3,968	Closed	-$200K	–	1542
2021 Q4	$200K	Sell	3,968 -61,162	-94%	-$3.1M	0.01%	667
2021 Q3	$3.33M	Buy	65,130 +1,059	+2%	+$54.3K	0.17%	179
2021 Q2	$3.29M	Buy	64,071 +56,863	+789%	+$2.92M	0.16%	179
2021 Q1	$370K	Hold	7,208	–	–	0.02%	567
2020 Q4	$372K	Hold	7,208	–	–	0.02%	491
2020 Q3	$372K	Hold	7,208	–	–	0.03%	435
2020 Q2	$371K	Hold	7,208	–	–	0.03%	434
2020 Q1	$364K	Hold	7,208	–	–	0.04%	405
2019 Q4	$363K	Hold	7,208	–	–	0.03%	452
2019 Q3	$364K	Hold	7,208	–	–	0.04%	391
2019 Q2	$363K	Hold	7,208	–	–	0.04%	380
2019 Q1	$359K	Buy	+7,208	New	+$356K	0.04%	376

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Snowden Capital Advisors's ISTB Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 3,968 shares — an estimated $200K sold.

Snowden Capital Advisors first reported a position in ISTB in Q1 2019 and held it in 12 quarters. The position peaked at $3.33M in Q3 2021. 380 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Snowden Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 3,968 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $200K.
Snowden Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 12 quarters.
Snowden Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $3.33M in Q3 2021.
380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.