Jeppson Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$51.33 - $51.65 $10,266 - $10,330	-200 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$51.36 - $51.69 $10,272 - $10,338	200 New	200 $10,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$487 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$149 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 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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