Whittier Trust’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Whittier Trust’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 Q3	–	Sell	-1,715	Closed	-$88K	–	1535
2021 Q2	$88K	Hold	1,715	–	–	﹤0.01%	825
2021 Q1	$88K	Hold	1,715	–	–	﹤0.01%	808
2020 Q4	$89K	Hold	1,715	–	–	﹤0.01%	736
2020 Q3	$88K	Hold	1,715	–	–	﹤0.01%	725
2020 Q2	$88K	Buy	+1,715	New	+$87.6K	﹤0.01%	699

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Whittier Trust's ISTB Position: Q3 2021 in Review

Whittier Trust sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2021, closing a stake of 1,715 shares — an estimated $88K sold.

Whittier Trust first reported a position in ISTB in Q2 2020 and held it in 5 quarters. The position peaked at $89K in Q4 2020. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

Whittier Trust reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
Whittier Trust sold 1,715 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $88K.
Whittier Trust first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 5 quarters.
Whittier Trust's iShares Core 1-5 Year USD Bond ETF position peaked at $89K in Q4 2020.
351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.