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

Topel & Distasi 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
2022
Q2 		– Sell
-141,628
Closed -$6.86M – 66
2022
Q1 		$6.86M Buy
+141,628
New +$7M 2.87% 13

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Topel & Distasi Wealth Management's ISTB Position: Q2 2022 in Review

Topel & Distasi Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 141,628 shares — an estimated $6.86M sold.

Topel & Distasi Wealth Management first reported a position in ISTB in Q1 2022 and held it in 1 quarter. The position peaked at $6.86M in Q1 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Topel & Distasi Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 141,628 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $6.86M.
  • Topel & Distasi Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 1 quarter.
  • Topel & Distasi Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $6.86M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.