Peterson Wealth Services Ihares Core 1 5 Years Usd Bond Transaction History

Peterson Wealth Services

$286 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	SELL	$47.16 - $47.73 $754 - $763	-16 Reduced 0.35%	4,528 $214,000
Q4 2023 Jan 31, 2024	BUY	$46.0 - $47.56 $209,024 - $216,112	4,544 New	4,544 $216,000
Q2 2023 Jul 13, 2023	SELL	$46.63 - $47.38 $21,449 - $21,794	-460 Reduced 8.48%	4,967 $231,000
Q1 2023 Apr 06, 2023	SELL	$46.16 - $47.28 $6,923 - $7,092	-150 Reduced 2.69%	5,427 $255,000
Q4 2022 Jan 20, 2023	SELL	$45.61 - $46.84 $160,045 - $164,361	-3,509 Reduced 38.62%	5,577 $0
Q3 2022 Nov 09, 2022	SELL	$45.93 - $47.9 $20,438 - $21,315	-445 Reduced 4.67%	9,086 $419,000
Q2 2022 Jul 11, 2022	BUY	$46.78 - $48.31 $93,560 - $96,620	2,000 Added 26.56%	9,531 $452,000
Q1 2022 Apr 18, 2022	BUY	$48.28 - $50.36 $82,172 - $85,712	1,702 Added 29.2%	7,531 $365,000
Q4 2021 Jan 31, 2022	BUY	$50.4 - $51.06 $293,781 - $297,628	5,829 New	5,829 $294,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

58.3M

Call Options Held

0

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$470 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.63% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$150 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.9 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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