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

Wick Capital Partners’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
2022
Q2 		– Sell
-10,825
Closed -$525K – 56
2022
Q1 		$525K Sell
10,825
-11,262
-51% -$556K 0.34% 29
2021
Q4 		$1.11M Buy
+22,087
New +$1.12M 0.86% 15

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Ameriprise
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Charles Schwab
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wick Capital Partners's ISTB Position: Q2 2022 in Review

Wick Capital Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 10,825 shares — an estimated $525K sold.

Wick Capital Partners first reported a position in ISTB in Q4 2021 and held it in 2 quarters. The position peaked at $1.11M in Q4 2021. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Wick Capital Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Wick Capital Partners sold 10,825 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $525K.
  • Wick Capital Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Wick Capital Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $1.11M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Wick Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.