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AGF Investments Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

AGF Investments Inc’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
Q2 		– Sell
-83,716
Closed -$4.17M – 360
2019
Q1 		$4.17M Buy
83,716
+6,400
+8% +$316K 0.05% 198
2018
Q4 		$3.79M Sell
77,316
-9,011
-10% -$440K 0.05% 208
2018
Q3 		$4.23M Buy
+86,327
New +$4.23M 0.04% 205

Other funds holding ISTB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

AGF Investments Inc's ISTB Position: Q2 2019 in Review

AGF Investments Inc sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2019, closing a stake of 83,716 shares — an estimated $4.17M sold.

AGF Investments Inc first reported a position in ISTB in Q3 2018 and held it in 3 quarters. The position peaked at $4.23M in Q3 2018. 203 funds tracked by Wall St. Rank hold ISTB as of Q2 2019.

  • AGF Investments Inc reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • AGF Investments Inc sold 83,716 iShares Core 1-5 Year USD Bond ETF shares in Q2 2019, an estimated $4.17M.
  • AGF Investments Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2018 and held it in 3 quarters.
  • AGF Investments Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $4.23M in Q3 2018.
  • 203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2019.

Based on AGF Investments Inc's 13F filing for Q2 2019, filed 30 Jul 2019.