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

American Economic Planning 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 Q3	$1.44M	Sell	28,447 -4,201	-13%	-$212K	0.39%	22
2019 Q2	$1.65M	Sell	32,648 -687,544	-95%	-$34.3M	0.5%	18
2019 Q1	$35.9M	Buy	720,192 +10,072	+1%	+$498K	11.21%	3
2018 Q4	$34.8M	Buy	710,120 +123,203	+21%	+$6.01M	11.27%	2
2018 Q3	$28.8M	Buy	586,917 +9,881	+2%	+$484K	10.2%	2
2018 Q2	$28.3M	Buy	577,036 +8,454	+1%	+$415K	10.48%	2
2018 Q1	$28.1M	Buy	+568,582	New	+$28.1M	10.26%	2
2016 Q1	–	Sell	-260,394	Closed	-$12.9M	–	62
2015 Q4	$12.9M	Buy	+260,394	New	+$13M	5%	5

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Economic Planning Group's ISTB Position: Q3 2019 in Review

American Economic Planning Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 13% in Q3 2019, selling an estimated $212K and leaving 28,447 shares worth $1.44M. The position accounts for 0.39% of the portfolio, ranked #22.

American Economic Planning Group first reported a position in ISTB in Q4 2015 and has held it in 8 quarters since. The position peaked at $35.9M in Q1 2019. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

American Economic Planning Group held 28,447 shares of iShares Core 1-5 Year USD Bond ETF worth $1.44M as of Q3 2019.
American Economic Planning Group sold 4,201 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $212K.
iShares Core 1-5 Year USD Bond ETF made up 0.39% of American Economic Planning Group's portfolio in Q3 2019, its #22 holding.
American Economic Planning Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and has held it in 8 quarters since.
American Economic Planning Group's iShares Core 1-5 Year USD Bond ETF position peaked at $35.9M in Q1 2019.
206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.