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Wealth Quarterback’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wealth Quarterback’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
Q3 		$3K Buy
47
+1
+2% +$51 ﹤0.01% 662
2021
Q2 		$3K Buy
+46
New +$2.36K ﹤0.01% 695

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Quarterback's ISTB Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.2% in Q3 2021, buying an estimated $51 and bringing the position to 47 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Wealth Quarterback first reported a position in ISTB in Q2 2021 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

  • Wealth Quarterback held 47 shares of iShares Core 1-5 Year USD Bond ETF worth $3K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares Core 1-5 Year USD Bond ETF share in Q3 2021, an estimated $51.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #662 holding.
  • Wealth Quarterback first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.