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

Allegis Investment 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
2016
Q1 		– Sell
-44
Closed -$2K – 549
2015
Q4 		$2K Buy
+44
New +$2.2K ﹤0.01% 992

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SFA
Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allegis Investment Advisors's ISTB Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2016, closing a stake of 44 shares — an estimated $2K sold.

Allegis Investment Advisors first reported a position in ISTB in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 66 funds tracked by Wall St. Rank hold ISTB as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 44 iShares Core 1-5 Year USD Bond ETF shares in Q1 2016, an estimated $2K.
  • Allegis Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.