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

Wealthcare Advisory Partners’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	-237	Closed	-$12K	–	1202
2021 Q1	$12K	Buy	+237	New	+$12.2K	﹤0.01%	1386
2019 Q3	–	Sell	-155	Closed	-$8K	–	1376
2019 Q2	$8K	Buy	+155	New	+$7.74K	﹤0.01%	956

Other funds holding ISTB

RJA

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Advisory Partners's ISTB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 237 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in ISTB in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 237 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 2 quarters.
Wealthcare Advisory Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $12K 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 Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.