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

SVA 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
2020
Q4 		$307K Buy
5,948
+1,941
+48% +$100K 0.03% 197
2020
Q3 		$207K Hold
4,007
– – 0.02% 204
2020
Q2 		$206K Buy
+4,007
New +$205K 0.02% 192

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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

SVA Wealth Management's ISTB Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 48% in Q4 2020, buying an estimated $100K and bringing the position to 5,948 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #197.

SVA Wealth Management first reported a position in ISTB in Q2 2020 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • SVA Wealth Management held 5,948 shares of iShares Core 1-5 Year USD Bond ETF worth $307K as of Q4 2020.
  • SVA Wealth Management bought 1,941 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $100K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #197 holding.
  • SVA Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.