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

Sugarloaf Wealth Management’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 Q4	–	Sell	-568	Closed	-$27K	–	824
2022 Q3	$27K	Buy	568 +3	+0.5%	+$142	0.01%	380
2022 Q2	$27K	Buy	565 +3	+0.5%	+$143	0.01%	373
2022 Q1	$27K	Hold	562	–	–	0.01%	364
2021 Q4	$28K	Buy	562 +4	+0.7%	+$203	0.01%	379
2021 Q3	$28K	Buy	558 +2	+0.4%	+$102	0.01%	360
2021 Q2	$29K	Sell	556 -3,331	-86%	-$171K	0.01%	356
2021 Q1	$28K	Buy	3,887 +3,336	+605%	+$172K	0.01%	352
2020 Q4	$28K	Buy	551 +3	+0.5%	+$155	0.01%	329
2020 Q3	$28K	Buy	548 +3	+0.6%	+$155	0.01%	312
2020 Q2	$28K	Buy	545 +3	+0.6%	+$153	0.01%	308
2020 Q1	$27K	Buy	542 +2	+0.4%	+$101	0.01%	287
2019 Q4	$27K	Buy	+540	New	+$27.2K	0.01%	330

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sugarloaf Wealth Management's ISTB Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 568 shares — an estimated $27K sold.

Sugarloaf Wealth Management first reported a position in ISTB in Q4 2019 and held it in 12 quarters. The position peaked at $29K in Q2 2021. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

Sugarloaf Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 568 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $27K.
Sugarloaf Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $29K in Q2 2021.
387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.