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

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-1,000	Closed	-$50K	–	233
2021 Q4	$50K	Hold	1,000	–	–	0.03%	219
2021 Q3	$51K	Hold	1,000	–	–	0.02%	219
2021 Q2	$51K	Hold	1,000	–	–	0.03%	210
2021 Q1	$51K	Sell	1,000 -1,650	-62%	-$84.9K	0.03%	212
2020 Q4	$137K	Buy	2,650 +1,650	+165%	+$85K	0.09%	125
2020 Q3	$52K	Buy	+1,000	New	+$51.6K	0.04%	180

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

Stonebridge Financial Planning Group's ISTB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 1,000 shares — an estimated $50K sold.

Stonebridge Financial Planning Group first reported a position in ISTB in Q3 2020 and held it in 6 quarters. The position peaked at $137K in Q4 2020. 380 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,000 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $50K.
Stonebridge Financial Planning Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 6 quarters.
Stonebridge Financial Planning Group's iShares Core 1-5 Year USD Bond ETF position peaked at $137K in Q4 2020.
380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.