Tyler-Stone Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-42	Closed	-$1.99K	–	620
2024 Q2	$1.99K	Hold	42	–	–	﹤0.01%	853
2024 Q1	$1.99K	Hold	42	–	–	﹤0.01%	849
2023 Q4	$2K	Hold	42	–	–	﹤0.01%	811
2023 Q3	$2K	Hold	42	–	–	﹤0.01%	819
2023 Q2	$2K	Buy	+42	New	+$1.97K	﹤0.01%	804
2022 Q4	$2K	Hold	42	–	–	﹤0.01%	754
2022 Q3	$2K	Buy	+42	New	+$1.98K	﹤0.01%	753

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

TPI

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Tyler-Stone Wealth Management's ISTB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 42 shares — an estimated $1.99K sold.

Tyler-Stone Wealth Management first reported a position in ISTB in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 42 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $1.99K.
Tyler-Stone Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2022 and held it in 7 quarters.
Tyler-Stone Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2K in Q3 2023.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.