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

Strategies 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 Q2	$417K	Buy	+8,808	New	+$420K	0.12%	61

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Strategies Wealth Advisors's ISTB Position: Q2 2022 in Review

Strategies Wealth Advisors opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022: 8,808 shares worth $417K. The stake represents 0.12% of the portfolio and ranks #61 among its holdings.

385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

Strategies Wealth Advisors held 8,808 shares of iShares Core 1-5 Year USD Bond ETF worth $417K as of Q2 2022.
iShares Core 1-5 Year USD Bond ETF was a new Strategies Wealth Advisors position in Q2 2022.
iShares Core 1-5 Year USD Bond ETF made up 0.12% of Strategies Wealth Advisors's portfolio in Q2 2022, its #61 holding.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.