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Valley Brook Capital Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-150
Closed -$7K – 258
2021
Q1 		$7K Hold
150
– – 0.01% 384
2020
Q4 		$7K Buy
+150
New +$7.73K 0.01% 343

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valley Brook Capital Group's ISTB Position: Q2 2021 in Review

Valley Brook Capital Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 150 shares — an estimated $7K sold.

Valley Brook Capital Group first reported a position in ISTB in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

  • Valley Brook Capital Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 150 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $7K.
  • Valley Brook Capital Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's iShares Core 1-5 Year USD Bond ETF position peaked at $7K in Q1 2021.
  • 340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.