U.S. Capital Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-306	Closed	-$14.2K	–	1072
2022 Q4	$14.2K	Buy	+306	New	+$14.2K	﹤0.01%	1190

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's ISTB Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 306 shares — an estimated $14.2K sold.

U.S. Capital Wealth Advisors first reported a position in ISTB in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 306 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $14.2K.
U.S. Capital Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $14.2K in Q4 2022.
386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.