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Alesco Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Alesco Advisors’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
2015
Q3 		– Sell
-6,820
Closed -$342K – 111
2015
Q2 		$342K Buy
+6,820
New +$343K 0.03% 89

Other funds holding ISTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Alesco Advisors's ISTB Position: Q3 2015 in Review

Alesco Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2015, closing a stake of 6,820 shares — an estimated $342K sold.

Alesco Advisors first reported a position in ISTB in Q2 2015 and held it in 1 quarter. The position peaked at $342K in Q2 2015. 51 funds tracked by Wall St. Rank hold ISTB as of Q3 2015.

  • Alesco Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Alesco Advisors sold 6,820 iShares Core 1-5 Year USD Bond ETF shares in Q3 2015, an estimated $342K.
  • Alesco Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2015 and held it in 1 quarter.
  • Alesco Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $342K in Q2 2015.
  • 51 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2015.

Based on Alesco Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.