Pfg Advisors Ihares Core 1 5 Years Usd Bond Transaction History

Pfg Advisors

$1.55 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$46.63 - $47.38 $109,347 - $111,106	-2,345 Reduced 28.52%	5,878 $274,000
Q1 2023 Apr 20, 2023	SELL	$46.16 - $47.28 $861,530 - $882,433	-18,664 Reduced 69.42%	8,223 $387,000
Q4 2022 Jan 27, 2023	SELL	$45.61 - $46.84 $115,575 - $118,692	-2,534 Reduced 8.61%	26,887 $1.25 Million
Q3 2022 Oct 13, 2022	SELL	$45.93 - $47.9 $103,250 - $107,679	-2,248 Reduced 7.1%	29,421 $1.36 Million
Q2 2022 Jul 13, 2022	SELL	$46.78 - $48.31 $61,235 - $63,237	-1,309 Reduced 3.97%	31,669 $1.5 Million
Q1 2022 Apr 19, 2022	SELL	$48.28 - $50.36 $39,975 - $41,698	-828 Reduced 2.45%	32,978 $1.6 Million
Q4 2021 Jan 21, 2022	SELL	$50.4 - $51.06 $6,501 - $6,586	-129 Reduced 0.38%	33,806 $1.71 Million
Q3 2021 Nov 05, 2021	BUY	$51.04 - $51.35 $1.37 Million - $1.38 Million	26,868 Added 380.19%	33,935 $1.73 Million
Q4 2018 Jan 18, 2019	BUY	N/A	7,067 New	7,067 $347,000

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

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 Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.