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Willis Johnson & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Willis Johnson & Associates’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
-7,571
Closed -$388K – 99
2021
Q2 		$388K Sell
7,571
-100
-1% -$5.13K 0.06% 66
2021
Q1 		$393K Buy
7,671
+22
+0.3% +$1.13K 0.06% 59
2020
Q4 		$395K Buy
+7,649
New +$394K 0.07% 56

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Willis Johnson & Associates's ISTB Position: Q3 2021 in Review

Willis Johnson & Associates sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2021, closing a stake of 7,571 shares — an estimated $388K sold.

Willis Johnson & Associates first reported a position in ISTB in Q4 2020 and held it in 3 quarters. The position peaked at $395K in Q4 2020. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

  • Willis Johnson & Associates reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Willis Johnson & Associates sold 7,571 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $388K.
  • Willis Johnson & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 3 quarters.
  • Willis Johnson & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $395K 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 Willis Johnson & Associates's 13F filing for Q3 2021, filed 15 Oct 2021.