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

WESPAC 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	-6,250	Closed	-$321K	–	123
2021 Q1	$321K	Buy	6,250 +1,479	+31%	+$76.1K	0.24%	114
2020 Q4	$246K	Buy	4,771 +238	+5%	+$12.3K	0.19%	127
2020 Q3	$234K	Sell	4,533 -1,191	-21%	-$61.4K	0.29%	80
2020 Q2	$295K	Buy	+5,724	New	+$292K	0.33%	81

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

WESPAC Advisors's ISTB Position: Q2 2021 in Review

WESPAC Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 6,250 shares — an estimated $321K sold.

WESPAC Advisors first reported a position in ISTB in Q2 2020 and held it in 4 quarters. The position peaked at $321K in Q1 2021. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

WESPAC Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors sold 6,250 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $321K.
WESPAC Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 4 quarters.
WESPAC Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $321K in Q1 2021.
340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

Based on WESPAC Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.