AIA
ISTB icon

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

Armor 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
2018
Q3 		– Sell
-236
Closed -$12K – 150
2018
Q2 		$12K Buy
236
+40
+20% +$1.96K 0.01% 136
2018
Q1 		$10K Hold
196
– – 0.01% 138
2017
Q4 		$10K Buy
+196
New +$9.8K 0.01% 133

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Armor Investment Advisors's ISTB Position: Q3 2018 in Review

Armor Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2018, closing a stake of 236 shares — an estimated $12K sold.

Armor Investment Advisors first reported a position in ISTB in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 157 funds tracked by Wall St. Rank hold ISTB as of Q3 2018.

  • Armor Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Armor Investment Advisors sold 236 iShares Core 1-5 Year USD Bond ETF shares in Q3 2018, an estimated $12K.
  • Armor Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 3 quarters.
  • Armor Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $12K in Q2 2018.
  • 157 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2018.

Based on Armor Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.