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

WealthPLAN 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
2023 Q3	–	Sell	-3,506	Closed	-$164K	–	711
2023 Q2	$164K	Hold	3,506	–	–	0.02%	324
2023 Q1	$165K	Sell	3,506 -1,777	-34%	-$83.2K	0.02%	344
2022 Q4	$246K	Buy	+5,283	New	+$244K	0.02%	341
2022 Q1	$599K	Buy	12,489 +442	+4%	+$21.8K	0.04%	228
2021 Q4	$601K	Sell	12,047 -776	-6%	-$39.3K	0.04%	232
2021 Q3	$647K	Buy	12,823 +663	+5%	+$34K	0.04%	219
2021 Q2	$623K	Buy	12,160 +2,459	+25%	+$126K	0.04%	207
2021 Q1	$498K	Sell	9,701 -2,945	-23%	-$152K	0.04%	230
2020 Q4	$653K	Buy	+12,646	New	+$652K	0.06%	184

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's ISTB Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 3,506 shares — an estimated $164K sold.

WealthPLAN Partners first reported a position in ISTB in Q4 2020 and held it in 9 quarters. The position peaked at $653K in Q4 2020. 358 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,506 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $164K.
WealthPLAN Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 9 quarters.
WealthPLAN Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $653K in Q4 2020.
358 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.