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

Synergy Asset 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
2021
Q1 		– Sell
-16,100
Closed -$831K – 101
2020
Q4 		$831K Buy
+16,100
New +$829K 0.26% 56

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AA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $95.2B AUM 32.92% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Synergy Asset Management's ISTB Position: Q1 2021 in Review

Synergy Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 16,100 shares — an estimated $831K sold.

Synergy Asset Management first reported a position in ISTB in Q4 2020 and held it in 1 quarter. The position peaked at $831K in Q4 2020. 329 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

  • Synergy Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Synergy Asset Management sold 16,100 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $831K.
  • Synergy Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • Synergy Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $831K in Q4 2020.
  • 329 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Synergy Asset Management's 13F filing for Q1 2021, filed 17 May 2021.