TS Financial Group (TSFG)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

TS Financial Group (TSFG)’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	-1,201	Closed	-$58K	–	1023
2022 Q1	$58K	Hold	1,201	–	–	0.02%	285
2021 Q4	$61K	Hold	1,201	–	–	0.02%	288
2021 Q3	$61K	Hold	1,201	–	–	0.02%	290
2021 Q2	$62K	Hold	1,201	–	–	0.03%	292
2021 Q1	$62K	Hold	1,201	–	–	0.03%	240
2020 Q4	$62K	Hold	1,201	–	–	0.03%	226
2020 Q3	$62K	Hold	1,201	–	–	0.04%	194
2020 Q2	$62K	Hold	1,201	–	–	0.04%	185
2020 Q1	$61K	Hold	1,201	–	–	0.05%	167
2019 Q4	$61K	Hold	1,201	–	–	0.05%	209
2019 Q3	$61K	Hold	1,201	–	–	0.05%	193
2019 Q2	$61K	Hold	1,201	–	–	0.05%	193
2019 Q1	$60K	Buy	+1,201	New	+$59.4K	0.05%	187

Other funds holding ISTB

RJA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

TS Financial Group (TSFG)'s ISTB Position: Q2 2022 in Review

TS Financial Group (TSFG) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 1,201 shares — an estimated $58K sold.

TS Financial Group (TSFG) first reported a position in ISTB in Q1 2019 and held it in 13 quarters. The position peaked at $62K in Q2 2021. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

TS Financial Group (TSFG) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
TS Financial Group (TSFG) sold 1,201 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $58K.
TS Financial Group (TSFG) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 13 quarters.
TS Financial Group (TSFG)'s iShares Core 1-5 Year USD Bond ETF position peaked at $62K in Q2 2021.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2022, filed 13 Jul 2022.