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VitalStone Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

VitalStone Financial’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
-98
Closed -$5K – 531
2023
Q2 		$5K Hold
98
– – ﹤0.01% 719
2023
Q1 		$5K Hold
98
– – ﹤0.01% 243
2022
Q4 		$5K Buy
+98
New +$4.53K ﹤0.01% 397

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VitalStone Financial's ISTB Position: Q3 2023 in Review

VitalStone Financial sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 98 shares — an estimated $5K sold.

VitalStone Financial first reported a position in ISTB in Q4 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • VitalStone Financial reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 98 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $5K.
  • VitalStone Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 3 quarters.
  • VitalStone Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $5K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.