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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return