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

Berman Capital 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
2020 Q2	–	Sell	-366	Closed	-$18K	–	1704
2020 Q1	$18K	Sell	366 -1,593	-81%	-$80.4K	0.01%	520
2019 Q4	$98K	Sell	1,959 -25,448	-93%	-$1.28M	0.03%	221
2019 Q3	$1.38M	Sell	27,407 -102,681	-79%	-$5.18M	0.43%	31
2019 Q2	$6.55M	Buy	130,088 +28,193	+28%	+$1.41M	2.09%	13
2019 Q1	$5.08M	Buy	101,895 +24,709	+32%	+$1.22M	1.7%	15
2018 Q4	$3.78M	Buy	+77,186	New	+$3.77M	1.49%	16

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Berman Capital Advisors's ISTB Position: Q2 2020 in Review

Berman Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 366 shares — an estimated $18K sold.

Berman Capital Advisors first reported a position in ISTB in Q4 2018 and held it in 6 quarters. The position peaked at $6.55M in Q2 2019. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

Berman Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 366 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020, an estimated $18K.
Berman Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $6.55M in Q2 2019.
261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.