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Vestmark Advisory Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Vestmark Advisory Solutions’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
2020
Q4 		– Sell
-6,039
Closed -$311K – 600
2020
Q3 		$311K Buy
+6,039
New +$311K 0.04% 415

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Charles Schwab
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KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Vestmark Advisory Solutions's ISTB Position: Q4 2020 in Review

Vestmark Advisory Solutions sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 6,039 shares — an estimated $311K sold.

Vestmark Advisory Solutions first reported a position in ISTB in Q3 2020 and held it in 1 quarter. The position peaked at $311K in Q3 2020. 314 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Vestmark Advisory Solutions reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 6,039 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $311K.
  • Vestmark Advisory Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • Vestmark Advisory Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $311K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2020, filed 4 Feb 2021.