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Sound Financial Strategies Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sound Financial Strategies Group’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
2024
Q3 		– Sell
-101
Closed -$4.78K – 92
2024
Q2 		$4.78K Buy
+101
New +$4.76K ﹤0.01% 90
2023
Q4 		– Sell
-101
Closed -$4.68K – 73
2023
Q3 		$4.68K Hold
101
– – ﹤0.01% 72
2023
Q2 		$4.71K Sell
101
-20
-17% -$940 ﹤0.01% 72
2023
Q1 		$5.71K Buy
121
+20
+20% +$936 ﹤0.01% 53
2022
Q4 		$4.69K Hold
101
– – ﹤0.01% 59
2022
Q3 		$5K Hold
101
– – 0.01% 25
2022
Q2 		$5K Hold
101
– – ﹤0.01% 40
2022
Q1 		$5K Hold
101
– – ﹤0.01% 64
2021
Q4 		$5K Hold
101
– – ﹤0.01% 83
2021
Q3 		$5K Sell
101
-34
-25% -$1.74K ﹤0.01% 82
2021
Q2 		$7K Sell
135
-35
-21% -$1.8K ﹤0.01% 86
2021
Q1 		$9K Sell
170
-19
-10% -$978 ﹤0.01% 84
2020
Q4 		$10K Sell
189
-7,917
-98% -$408K 0.01% 78
2020
Q3 		$418K Sell
8,106
-205
-2% -$10.6K 0.26% 49
2020
Q2 		$428K Buy
8,311
+99
+1% +$5.06K 0.28% 46
2020
Q1 		$415K Buy
8,212
+254
+3% +$12.8K 0.28% 46
2019
Q4 		$401K Buy
+7,958
New +$401K 0.25% 59

Other funds holding ISTB

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound Financial Strategies Group's ISTB Position: Q3 2024 in Review

Sound Financial Strategies Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 101 shares — an estimated $4.78K sold.

Sound Financial Strategies Group first reported a position in ISTB in Q4 2019 and held it in 17 quarters. The position peaked at $428K in Q2 2020. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • Sound Financial Strategies Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 101 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $4.78K.
  • Sound Financial Strategies Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 17 quarters.
  • Sound Financial Strategies Group's iShares Core 1-5 Year USD Bond ETF position peaked at $428K in Q2 2020.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Sound Financial Strategies Group's 13F filing for Q3 2024, filed 12 Nov 2024.