True Private Wealth Advisors Ihares Core 1 5 Years Usd Bond Transaction History

True Private Wealth Advisors

$851 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$51.2 - $51.67 $203,110 - $204,974	-3,967 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$51.33 - $51.65 $289,603 - $291,409	-5,642 Reduced 58.72%	3,967 $204,000
Q3 2020 Oct 09, 2020	SELL	$51.36 - $51.69 $13.3 Million - $13.4 Million	-258,463 Reduced 96.42%	9,609 $495,000
Q2 2020 Jul 07, 2020	BUY	$50.12 - $51.49 $368,181 - $378,245	7,346 Added 2.82%	268,072 $13.8 Million
Q1 2020 Apr 20, 2020	BUY	$48.23 - $51.34 $2.91 Million - $3.1 Million	60,294 Added 30.08%	260,726 $13.2 Million
Q4 2019 Jan 27, 2020	BUY	$50.24 - $50.61 $57,776 - $58,201	1,150 Added 0.58%	200,432 $10.1 Million
Q3 2019 Oct 09, 2019	BUY	$50.22 - $50.52 $118,167 - $118,873	2,353 Added 1.19%	199,282 $10.1 Million
Q2 2019 Aug 01, 2019	SELL	N/A	-18,453 Reduced 8.57%	196,929 $9.93 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-32,363 Reduced 13.06%	215,382 $10.7 Million
Q4 2018 Jan 14, 2019	BUY	N/A	1,920 Added 0.78%	247,745 $12.2 Million
Q3 2018 Oct 18, 2018	SELL	N/A	-3,303 Reduced 1.33%	245,825 $0
Q2 2018 Jul 13, 2018	BUY	N/A	26,011 Added 11.66%	249,128 $12.2 Million
Q1 2018 Apr 25, 2018	BUY	N/A	223,117 New	223,117 $11 Million

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

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