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

Wetzel 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
2024
Q3 		– Sell
-41
Closed -$1.95K – 494
2024
Q2 		$1.95K Hold
41
– – ﹤0.01% 752
2024
Q1 		$1.92K Sell
41
-586
-93% -$27.8K ﹤0.01% 853
2023
Q4 		$30K Buy
+627
New +$29.3K 0.02% 316

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wetzel Investment Advisors's ISTB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2024, closing a stake of 41 shares — an estimated $1.95K sold.

Wetzel Investment Advisors first reported a position in ISTB in Q4 2023 and held it in 3 quarters. The position peaked at $30K in Q4 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 41 iShares Core 1-5 Year USD Bond ETF shares in Q3 2024, an estimated $1.95K.
  • Wetzel Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $30K in Q4 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.