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Strategic Wealth Management Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Strategic Wealth Management 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
Q2 		$2.4M Buy
46,831
+972
+2% +$49.9K 0.88% 19
2021
Q1 		$2.35M Hold
45,859
– – 0.9% 18
2020
Q4 		$2.37M Sell
45,859
-344
-0.7% -$17.7K 1.02% 13
2020
Q3 		$2.38M Buy
+46,203
New +$2.38M 1.16% 13

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $85.7B AUM 24.21% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management Group's ISTB Position: Q2 2021 in Review

Strategic Wealth Management Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.1% in Q2 2021, buying an estimated $49.9K and bringing the position to 46,831 shares worth $2.4M. The position accounts for 0.88% of the portfolio, ranked #19.

Strategic Wealth Management Group first reported a position in ISTB in Q3 2020 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

  • Strategic Wealth Management Group held 46,831 shares of iShares Core 1-5 Year USD Bond ETF worth $2.4M as of Q2 2021.
  • Strategic Wealth Management Group bought 972 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $49.9K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.88% of Strategic Wealth Management Group's portfolio in Q2 2021, its #19 holding.
  • Strategic Wealth Management Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.