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

Wealthstreet Investment 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
2021 Q2	–	Sell	-48,135	Closed	-$2.47M	–	204
2021 Q1	$2.47M	Buy	48,135 +200	+0.4%	+$10.3K	0.24%	99
2020 Q4	$2.48M	Sell	47,935 -600	-1%	-$30.9K	0.25%	91
2020 Q3	$2.5M	Buy	48,535 +1,800	+4%	+$92.8K	0.28%	84
2020 Q2	$2.4M	Buy	46,735 +30,525	+188%	+$1.56M	0.29%	81
2020 Q1	$819K	Hold	16,210	–	–	0.12%	143
2019 Q4	$817K	Buy	16,210 +1,000	+7%	+$50.4K	0.1%	170
2019 Q3	$767K	Buy	15,210 +750	+5%	+$37.8K	0.1%	168
2019 Q2	$729K	Buy	+14,460	New	+$722K	0.09%	174

Other funds holding ISTB

RJA

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $95.2B AUM 32.92% 1-Year Est. Return

CWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's ISTB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 48,135 shares — an estimated $2.47M sold.

Wealthstreet Investment Advisors first reported a position in ISTB in Q2 2019 and held it in 8 quarters. The position peaked at $2.5M in Q3 2020. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 48,135 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $2.47M.
Wealthstreet Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 8 quarters.
Wealthstreet Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2.5M in Q3 2020.
340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.