True Link Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

True Link Financial Advisors’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 Q1	–	Sell	-22,974	Closed	-$1.09M	–	69
2023 Q4	$1.09M	Sell	22,974 -18,611	-45%	-$869K	0.12%	25
2023 Q3	$1.93M	Sell	41,585 -100	-0.2%	-$4.65K	0.23%	25
2023 Q2	$1.94M	Hold	41,685	–	–	0.23%	26
2023 Q1	$1.97M	Hold	41,685	–	–	0.25%	28
2022 Q4	$1.94M	Sell	41,685 -9,406	-18%	-$435K	0.26%	28
2022 Q3	$2.35M	Buy	51,091 +11,156	+28%	+$526K	0.34%	23
2022 Q2	$1.89M	Hold	39,935	–	–	0.29%	33
2022 Q1	$1.94M	Sell	39,935 -2,284	-5%	-$113K	0.28%	36
2021 Q4	$2.13M	Sell	42,219 -875	-2%	-$44.3K	0.28%	40
2021 Q3	$2.2M	Sell	43,094 -767	-2%	-$39.3K	0.3%	36
2021 Q2	$2.25M	Buy	43,861 +4,975	+13%	+$255K	0.33%	34
2021 Q1	$1.99M	Buy	38,886 +4,500	+13%	+$232K	0.29%	43
2020 Q4	$1.78M	Buy	+34,386	New	+$1.77M	0.28%	45

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

True Link Financial Advisors's ISTB Position: Q1 2024 in Review

True Link Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2024, closing a stake of 22,974 shares — an estimated $1.09M sold.

True Link Financial Advisors first reported a position in ISTB in Q4 2020 and held it in 13 quarters. The position peaked at $2.35M in Q3 2022. 379 funds tracked by Wall St. Rank hold ISTB as of Q1 2024.

True Link Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
True Link Financial Advisors sold 22,974 iShares Core 1-5 Year USD Bond ETF shares in Q1 2024, an estimated $1.09M.
True Link Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2.35M in Q3 2022.
379 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.