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Winch Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-12
Closed -$586 – 553
2024
Q3 		$586 Buy
+12
New +$578 ﹤0.01% 416

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Winch Advisory Services's ISTB Position: Q4 2024 in Review

Winch Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 12 shares — an estimated $586 sold.

Winch Advisory Services first reported a position in ISTB in Q3 2024 and held it in 1 quarter. The position peaked at $586 in Q3 2024. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • Winch Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 12 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $586.
  • Winch Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • Winch Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $586 in Q3 2024.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.