Ambassador Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Ambassador Advisors, LLC

$567 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$46.16 - $47.28 $13,386 - $13,711	290 New	290 $13,000
Q1 2022 May 16, 2022	SELL	$48.28 - $50.36 $275,389 - $287,253	-5,704 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$50.4 - $51.06 $7,156 - $7,250	142 Added 2.55%	5,704 $288,000
Q3 2021 Nov 16, 2021	SELL	$51.04 - $51.35 $1,633 - $1,643	-32 Reduced 0.57%	5,562 $284,000
Q2 2021 Aug 16, 2021	BUY	$51.18 - $51.42 $39,613 - $39,799	774 Added 16.06%	5,594 $287,000
Q1 2021 May 13, 2021	BUY	$51.2 - $51.67 $9,267 - $9,352	181 Added 3.9%	4,820 $247,000
Q4 2020 Feb 17, 2021	SELL	$51.33 - $51.65 $564 - $568	-11 Reduced 0.24%	4,639 $240,000
Q3 2020 Nov 13, 2020	BUY	$51.36 - $51.69 $18,746 - $18,866	365 Added 8.52%	4,650 $240,000
Q2 2020 Aug 13, 2020	BUY	$50.12 - $51.49 $3,508 - $3,604	70 Added 1.66%	4,285 $221,000
Q1 2020 May 12, 2020	BUY	$48.23 - $51.34 $203,289 - $216,398	4,215 New	4,215 $213,000

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.4 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ambassador Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ambassador Advisors, LLC with notifications on news.