Wealth Quarterback LLC Ihares Core 1 5 Years Usd Bond Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$46.78 - $48.31 $2,198 - $2,270	-47 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$51.04 - $51.35 $51 - $51	1 Added 2.17%	47 $3,000
Q2 2021 Aug 11, 2021	BUY	$51.18 - $51.42 $2,354 - $2,365	46 New	46 $3,000

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

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

About IHARES CORE 1-5 YEARS USD BOND

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