SWA
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SOA Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SOA Wealth 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
Q4 		– Sell
-1,000
Closed -$46K – 996
2022
Q3 		$46K Buy
+1,000
New +$47.2K 0.01% 276

Other funds holding ISTB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SOA Wealth Advisors's ISTB Position: Q4 2022 in Review

SOA Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 1,000 shares — an estimated $46K sold.

SOA Wealth Advisors first reported a position in ISTB in Q3 2022 and held it in 1 quarter. The position peaked at $46K in Q3 2022. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

  • SOA Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,000 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $46K.
  • SOA Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $46K in Q3 2022.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.