Wolff Financial Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wolff Financial Management’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 Q4	–	Sell	-7,862	Closed	-$362K	–	102
2022 Q3	$362K	Sell	7,862 -1,039	-12%	-$49K	0.17%	79
2022 Q2	$422K	Buy	8,901 +10	+0.1%	+$477	0.19%	76
2022 Q1	$431K	Sell	8,891 -95	-1%	-$4.69K	0.17%	77
2021 Q4	$453K	Buy	8,986 +18	+0.2%	+$912	0.17%	77
2021 Q3	$458K	Buy	+8,968	New	+$460K	0.4%	28
2021 Q1	$458K	Buy	8,928 +1,078	+14%	+$55.5K	0.21%	74
2020 Q4	$405K	Sell	7,850 -231	-3%	-$11.9K	0.21%	67
2020 Q3	$417K	Sell	8,081 -1,090	-12%	-$56.2K	0.25%	61
2020 Q2	$472K	Buy	9,171 +1,391	+18%	+$71.1K	0.3%	58
2020 Q1	$393K	Sell	7,780 -224	-3%	-$11.3K	0.3%	58
2019 Q4	$403K	Buy	8,004 +2,785	+53%	+$140K	0.27%	60
2019 Q3	$264K	Buy	5,219 +1,007	+24%	+$50.8K	0.19%	71
2019 Q2	$212K	Buy	+4,212	New	+$210K	0.16%	81

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wolff Financial Management's ISTB Position: Q4 2022 in Review

Wolff Financial Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2022, closing a stake of 7,862 shares — an estimated $362K sold.

Wolff Financial Management first reported a position in ISTB in Q2 2019 and held it in 13 quarters. The position peaked at $472K in Q2 2020. 387 funds tracked by Wall St. Rank hold ISTB as of Q4 2022.

Wolff Financial Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Wolff Financial Management sold 7,862 iShares Core 1-5 Year USD Bond ETF shares in Q4 2022, an estimated $362K.
Wolff Financial Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 13 quarters.
Wolff Financial Management's iShares Core 1-5 Year USD Bond ETF position peaked at $472K in Q2 2020.
387 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2022.

Based on Wolff Financial Management's 13F filing for Q4 2022, filed 6 Feb 2023.