WAM
ISTB icon

Wealthspire Advisors (Maryland)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.46M Buy
47,682
+2,711
+6% +$140K 0.09% 106
2020
Q2 		$2.31M Sell
44,971
-10,309
-19% -$527K 0.17% 87
2020
Q1 		$2.79M Sell
55,280
-52,045
-48% -$2.63M 0.24% 61
2019
Q4 		$5.41M Sell
107,325
-201,489
-65% -$10.2M 0.36% 50
2019
Q3 		$15.6M Buy
308,814
+4,199
+1% +$212K 1.14% 19
2019
Q2 		$15.4M Buy
304,615
+5,046
+2% +$252K 1.15% 18
2019
Q1 		$14.9M Buy
299,569
+45,502
+18% +$2.25M 1.13% 18
2018
Q4 		$12.5M Buy
254,067
+254,017
+508,034% +$12.4M 1.11% 19
2018
Q3 		$2K Hold
50
– – ﹤0.01% 2162
2018
Q2 		$2K Hold
50
– – ﹤0.01% 2165
2018
Q1 		$2K Hold
50
– – ﹤0.01% 2179
2017
Q4 		$2K Hold
50
– – ﹤0.01% 2133
2017
Q3 		$3K Hold
50
– – ﹤0.01% 1906
2017
Q2 		$3K Hold
50
– – ﹤0.01% 1890
2017
Q1 		$3K Hold
50
– – ﹤0.01% 1623
2016
Q4 		$3K Hold
50
– – ﹤0.01% 1478
2016
Q3 		$3K Hold
50
– – ﹤0.01% 1475
2016
Q2 		$3K Hold
50
– – ﹤0.01% 1434
2016
Q1 		$3K Hold
50
– – ﹤0.01% 1452
2015
Q4 		$2K Buy
+50
New +$2.5K ﹤0.01% 1524

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ISTB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6% in Q3 2020, buying an estimated $140K and bringing the position to 47,682 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #106.

Wealthspire Advisors (Maryland) first reported a position in ISTB in Q4 2015 and has held it in 20 quarters since. The position peaked at $15.6M in Q3 2019. 273 funds tracked by Wall St. Rank hold ISTB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 47,682 shares of iShares Core 1-5 Year USD Bond ETF worth $2.46M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,711 iShares Core 1-5 Year USD Bond ETF shares in Q3 2020, an estimated $140K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.09% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #106 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Core 1-5 Year USD Bond ETF position peaked at $15.6M in Q3 2019.
  • 273 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.