Mbm Wealth Consultants, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$46.78 - $48.31 $9.49 Million - $9.8 Million	-202,797 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$48.28 - $50.36 $309,088 - $322,404	6,402 Added 3.26%	202,797 $9.83 Million
Q4 2021 Feb 15, 2022	BUY	$50.4 - $51.06 $676,267 - $685,123	13,418 Added 7.33%	196,395 $9.9 Million
Q3 2021 Nov 16, 2021	BUY	$51.04 - $51.35 $473,753 - $476,630	9,282 Added 5.34%	182,977 $9.35 Million
Q2 2021 Aug 13, 2021	SELL	$51.18 - $51.42 $1.56 Million - $1.57 Million	-30,515 Reduced 14.94%	173,695 $8.91 Million
Q1 2021 May 10, 2021	BUY	$51.2 - $51.67 $2.75 Million - $2.78 Million	53,760 Added 35.73%	204,210 $10.5 Million
Q4 2020 Feb 09, 2021	BUY	$51.33 - $51.65 $7.72 Million - $7.77 Million	150,450 New	150,450 $7.77 Million

Others Institutions Holding ISTB

# of Institutions

391

Shares Held

57.9M

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

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