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

Summit Financial Strategies’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
Q3 		– Sell
-4,948
Closed -$235K – 120
2022
Q2 		$235K Buy
+4,948
New +$236K 0.06% 103

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Financial Strategies's ISTB Position: Q3 2022 in Review

Summit Financial Strategies sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 4,948 shares — an estimated $235K sold.

Summit Financial Strategies first reported a position in ISTB in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

  • Summit Financial Strategies reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 4,948 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $235K.
  • Summit Financial Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • Summit Financial Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $235K in Q2 2022.
  • 376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on Summit Financial Strategies's 13F filing for Q3 2022, filed 21 Oct 2022.