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TD Ameritrade Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-476,733
Closed -$22.2M – 236
2023
Q2 		$22.2M Sell
476,733
-39,423
-8% -$1.85M 0.24% 48
2023
Q1 		$24.3M Sell
516,156
-61,322
-11% -$2.87M 0.25% 50
2022
Q4 		$26.8M Sell
577,478
-31,193
-5% -$1.44M 0.27% 46
2022
Q3 		$28.1M Sell
608,671
-543,209
-47% -$25.6M 0.28% 46
2022
Q2 		$54.6M Buy
1,151,880
+110,805
+11% +$5.29M 0.48% 35
2022
Q1 		$50.5M Buy
1,041,075
+774,342
+290% +$38.3M 0.38% 41
2021
Q4 		$13.5M Sell
266,733
-219,031
-45% -$11.1M 0.09% 69
2021
Q3 		$25M Buy
485,764
+123,446
+34% +$6.33M 0.2% 52
2021
Q2 		$18.6M Sell
362,318
-15,867
-4% -$814K 0.13% 63
2021
Q1 		$19.5M Hold
378,185
– – 0.15% 60
2020
Q4 		$19.5M Sell
378,185
-107,579
-22% -$5.54M 0.15% 60
2020
Q3 		$25M Buy
485,764
+47,666
+11% +$2.46M 0.2% 52
2020
Q2 		$22.5M Buy
438,098
+17,567
+4% +$898K 0.19% 58
2020
Q1 		$21.2M Sell
420,531
-41,022
-9% -$2.07M 0.2% 56
2019
Q4 		$23.3M Buy
461,553
+83,712
+22% +$4.22M 0.18% 59
2019
Q3 		$19.1M Buy
377,841
+92,375
+32% +$4.66M 0.15% 59
2019
Q2 		$14.4M Buy
285,466
+104,676
+58% +$5.23M 0.12% 63
2019
Q1 		$9.01M Buy
180,790
+46,774
+35% +$2.31M 0.08% 71
2018
Q4 		$6.58M Buy
134,016
+48,372
+56% +$2.36M 0.06% 69
2018
Q3 		$4.2M Buy
85,644
+83,809
+4,567% +$4.11M 0.03% 71
2018
Q2 		$90K Buy
+1,835
New +$90K ﹤0.01% 110

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management's ISTB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 476,733 shares — an estimated $22.2M sold.

TD Ameritrade Investment Management first reported a position in ISTB in Q2 2018 and held it in 21 quarters. The position peaked at $54.6M in Q2 2022. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 476,733 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $22.2M.
  • TD Ameritrade Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $54.6M in Q2 2022.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.