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The Family Firm’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-1,431
Closed -$67.8K – 522
2024
Q2 		$67.8K Buy
+1,431
New +$67.5K 0.02% 344

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

The Family Firm's ISTB Position: Q3 2024 in Review

The Family Firm sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 1,431 shares — an estimated $67.8K sold.

The Family Firm first reported a position in ISTB in Q2 2024 and held it in 1 quarter. The position peaked at $67.8K in Q2 2024. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • The Family Firm reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,431 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $67.8K.
  • The Family Firm first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares Core 1-5 Year USD Bond ETF position peaked at $67.8K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.