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

Wilshire 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
2022 Q1	–	Sell	-99,993	Closed	-$5.04M	–	14
2021 Q4	$5.04M	Sell	99,993 -1,864	-2%	-$94.4K	1.93%	8
2021 Q3	$5.2M	Buy	+101,857	New	+$5.22M	13.85%	4
2021 Q2	–	Sell	-16,178	Closed	-$830K	–	14
2021 Q1	$830K	Buy	+16,178	New	+$833K	0.78%	23
2019 Q2	–	Sell	-56,020	Closed	-$2.79M	–	27
2019 Q1	$2.79M	Sell	56,020 -3,360	-6%	-$166K	2.62%	15
2018 Q4	$2.92M	Sell	59,380 -6,500	-10%	-$317K	3.07%	13
2018 Q3	$3.23M	Buy	+65,880	New	+$3.23M	3.05%	13

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wilshire Advisors's ISTB Position: Q1 2022 in Review

Wilshire Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2022, closing a stake of 99,993 shares — an estimated $5.04M sold.

Wilshire Advisors first reported a position in ISTB in Q3 2018 and held it in 6 quarters. The position peaked at $5.2M in Q3 2021. 381 funds tracked by Wall St. Rank hold ISTB as of Q1 2022.

Wilshire Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
Wilshire Advisors sold 99,993 iShares Core 1-5 Year USD Bond ETF shares in Q1 2022, an estimated $5.04M.
Wilshire Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2018 and held it in 6 quarters.
Wilshire Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $5.2M in Q3 2021.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2022.

Based on Wilshire Advisors's 13F filing for Q1 2022, filed 16 May 2022.