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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return