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

WealthPlan 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
Q1 		– Sell
-5,283
Closed -$247K – 500
2022
Q4 		$247K Sell
5,283
-1,222
-19% -$56.5K 0.02% 342
2022
Q3 		$304K Buy
+6,505
New +$307K 0.02% 301
2022
Q1 		$599K Buy
+12,489
New +$617K 0.04% 228

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's ISTB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 5,283 shares — an estimated $247K sold.

WealthPlan Investment Management first reported a position in ISTB in Q1 2022 and held it in 3 quarters. The position peaked at $599K in Q1 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,283 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $247K.
  • WealthPlan Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $599K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.