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TrustCore Financial Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

TrustCore Financial Services’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
Q1 		– Sell
-782
Closed -$39K – 1072
2021
Q4 		$39K Buy
+782
New +$39.6K ﹤0.01% 491

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Bank of America
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Thrivent Financial for Lutherans
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TrustCore Financial Services's ISTB Position: Q1 2022 in Review

TrustCore Financial Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 782 shares — an estimated $39K sold.

TrustCore Financial Services first reported a position in ISTB in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

  • TrustCore Financial Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 782 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $39K.
  • TrustCore Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • TrustCore Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $39K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.