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

Arcadia Investment Management’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
2018
Q4 		– Sell
-500
Closed -$25K – 303
2018
Q3 		$25K Hold
500
– – 0.01% 265
2018
Q2 		$25K Hold
500
– – 0.01% 270
2018
Q1 		$25K Hold
500
– – 0.01% 273
2017
Q4 		$25K Hold
500
– – 0.01% 282
2017
Q3 		$25K Hold
500
– – 0.01% 281
2017
Q2 		$25K Buy
+500
New +$25.1K 0.01% 273

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Arcadia Investment Management's ISTB Position: Q4 2018 in Review

Arcadia Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 500 shares — an estimated $25K sold.

Arcadia Investment Management first reported a position in ISTB in Q2 2017 and held it in 6 quarters. The position peaked at $25K in Q3 2018. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

  • Arcadia Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 500 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $25K.
  • Arcadia Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2017 and held it in 6 quarters.
  • Arcadia Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $25K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on Arcadia Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.