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Spotlight Asset Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Spotlight Asset 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
2021
Q1 		– Sell
-4,007
Closed -$207K – 143
2020
Q4 		$207K Sell
4,007
-10,382
-72% -$535K 0.08% 125
2020
Q3 		$742K Buy
+14,389
New +$742K 0.29% 58
2020
Q2 		– Sell
-10,888
Closed -$550K – 143
2020
Q1 		$550K Sell
10,888
-3,903
-26% -$197K 0.29% 53
2019
Q4 		$753K Buy
+14,791
New +$745K 0.36% 47

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Spotlight Asset Group's ISTB Position: Q1 2021 in Review

Spotlight Asset Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 4,007 shares — an estimated $207K sold.

Spotlight Asset Group first reported a position in ISTB in Q4 2019 and held it in 4 quarters. The position peaked at $753K in Q4 2019. 329 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

  • Spotlight Asset Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Spotlight Asset Group sold 4,007 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $207K.
  • Spotlight Asset Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 4 quarters.
  • Spotlight Asset Group's iShares Core 1-5 Year USD Bond ETF position peaked at $753K in Q4 2019.
  • 329 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Spotlight Asset Group's 13F filing for Q1 2021, filed 7 Apr 2021.