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Wealthstar Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wealthstar Advisors’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
2024
Q2 		– Sell
-42,772
Closed -$2.03M – 80
2024
Q1 		$2.03M Sell
42,772
-290
-0.7% -$13.7K 0.71% 16
2023
Q4 		$2.05M Sell
43,062
-78
-0.2% -$3.64K 0.33% 17
2023
Q3 		$2M Sell
43,140
-130
-0.3% -$6.05K 0.77% 18
2023
Q2 		$2.02M Sell
43,270
-334
-0.8% -$15.7K 0.85% 14
2023
Q1 		$2.06M Sell
43,604
-1,171
-3% -$54.8K 0.78% 18
2022
Q4 		$2.08M Sell
44,775
-1,450
-3% -$67.1K 0.95% 16
2022
Q3 		$2.13M Buy
46,225
+11
+0% +$519 1.01% 16
2022
Q2 		$2.19M Sell
46,214
-53,335
-54% -$2.55M 0.84% 17
2022
Q1 		$4.83M Sell
99,549
-54,891
-36% -$2.71M 1.79% 10
2021
Q4 		$7.79M Sell
154,440
-376
-0.2% -$19K 2.67% 11
2021
Q3 		$7.91M Sell
154,816
-1,397
-0.9% -$71.6K 2.39% 7
2021
Q2 		$8.01M Buy
+156,213
New +$8.02M 2.51% 7

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealthstar Advisors's ISTB Position: Q2 2024 in Review

Wealthstar Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 42,772 shares — an estimated $2.03M sold.

Wealthstar Advisors first reported a position in ISTB in Q2 2021 and held it in 12 quarters. The position peaked at $8.01M in Q2 2021. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Wealthstar Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Wealthstar Advisors sold 42,772 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $2.03M.
  • Wealthstar Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 12 quarters.
  • Wealthstar Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $8.01M in Q2 2021.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.