Corient Private Wealth LLC
Position in ISTB — iShares Core 1-5 Year USD Bond ETF
CIK 1948780
MIAMI, FL
All Filings in ISTB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 ISTB | $465,950 | 9,657 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 ISTB | $466,330 | 9,623 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 ISTB | $261,153 | 5,368 | Shares | Sole | 2025-09-26 | |
| 2024-09-30 ISTB | $3,237,560 | 66,507 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 ISTB | $6,446,109 | 136,080 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 ISTB | $6,897,965 | 145,404 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 ISTB | $6,972,153 | 146,597 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||