West Branch Capital’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

West Branch Capital’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
2023 Q4	–	Sell	-142	Closed	-$6.59K	–	451
2023 Q3	$6.59K	Hold	142	–	–	﹤0.01%	312
2023 Q2	$6.62K	Hold	142	–	–	﹤0.01%	318
2023 Q1	$6.7K	Hold	142	–	–	﹤0.01%	322
2022 Q4	$6.59K	Hold	142	–	–	﹤0.01%	316
2022 Q3	$7K	Hold	142	–	–	﹤0.01%	315
2022 Q2	$7K	Hold	142	–	–	﹤0.01%	305
2022 Q1	$7K	Hold	142	–	–	﹤0.01%	327
2021 Q4	$7K	Buy	+142	New	+$7.19K	﹤0.01%	353

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Branch Capital's ISTB Position: Q4 2023 in Review

West Branch Capital sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 142 shares — an estimated $6.59K sold.

West Branch Capital first reported a position in ISTB in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q3 2022. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

West Branch Capital reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 142 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $6.59K.
West Branch Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 8 quarters.
West Branch Capital's iShares Core 1-5 Year USD Bond ETF position peaked at $7K in Q3 2022.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.