Vaughan Nelson Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Vaughan Nelson Investment 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
2023 Q3	–	Sell	-2,325	Closed	-$108K	–	234
2023 Q2	$108K	Hold	2,325	–	–	﹤0.01%	212
2023 Q1	$110K	Hold	2,325	–	–	﹤0.01%	196
2022 Q4	$108K	Hold	2,325	–	–	﹤0.01%	198
2022 Q3	$107K	Buy	2,325 +350	+18%	+$16.5K	﹤0.01%	189
2022 Q2	$94K	Hold	1,975	–	–	﹤0.01%	198
2022 Q1	$96K	Hold	1,975	–	–	﹤0.01%	195
2021 Q4	$100K	Hold	1,975	–	–	﹤0.01%	192
2021 Q3	$101K	Hold	1,975	–	–	﹤0.01%	212
2021 Q2	$101K	Buy	+1,975	New	+$101K	﹤0.01%	187

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

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

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

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

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

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

RJA

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vaughan Nelson Investment Management's ISTB Position: Q3 2023 in Review

Vaughan Nelson Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 2,325 shares — an estimated $108K sold.

Vaughan Nelson Investment Management first reported a position in ISTB in Q2 2021 and held it in 9 quarters. The position peaked at $110K in Q1 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

Vaughan Nelson Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Vaughan Nelson Investment Management sold 2,325 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $108K.
Vaughan Nelson Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 9 quarters.
Vaughan Nelson Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $110K in Q1 2023.
359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.