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Advisor Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Advisor Group’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.68M Buy
33,289
+6,629
+25% +$334K 0.01% 901
2019
Q3 		$1.35M Sell
26,660
-5,229
-16% -$264K 0.01% 975
2019
Q2 		$1.61M Sell
31,889
-3,178
-9% -$159K 0.01% 858
2019
Q1 		$1.75M Sell
35,067
-5,130
-13% -$254K 0.01% 771
2018
Q4 		$1.97M Buy
40,197
+10,728
+36% +$524K 0.02% 644
2018
Q3 		$1.44M Buy
29,469
+4,880
+20% +$239K 0.01% 796
2018
Q2 		$1.21M Sell
24,589
-3,533
-13% -$173K 0.02% 766
2018
Q1 		$1.39M Buy
28,122
+3,170
+13% +$157K 0.02% 709
2017
Q4 		$1.24M Buy
24,952
+7,785
+45% +$389K 0.02% 762
2017
Q3 		$864K Buy
17,167
+1,826
+12% +$91.8K 0.01% 889
2017
Q2 		$772K Buy
15,341
+4,306
+39% +$216K 0.01% 892
2017
Q1 		$554K Sell
11,035
-25
-0.2% -$1.25K 0.01% 1013
2016
Q4 		$554K Buy
11,060
+684
+7% +$34.3K 0.01% 957
2016
Q3 		$526K Sell
10,376
-192
-2% -$9.72K 0.01% 948
2016
Q2 		$535K Buy
+10,568
New +$533K 0.01% 883

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Advisor Group's ISTB Position: Q4 2019 in Review

Advisor Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 25% in Q4 2019, buying an estimated $334K and bringing the position to 33,289 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #901.

Advisor Group first reported a position in ISTB in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.97M in Q4 2018. 245 funds tracked by Wall St. Rank hold ISTB as of Q4 2019.

  • Advisor Group held 33,289 shares of iShares Core 1-5 Year USD Bond ETF worth $1.68M as of Q4 2019.
  • Advisor Group bought 6,629 iShares Core 1-5 Year USD Bond ETF shares in Q4 2019, an estimated $334K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #901 holding.
  • Advisor Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.97M in Q4 2018.
  • 245 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.