Biegel & Waller’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Biegel & Waller’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	$282K	Buy	5,580 +3	+0.1%	+$151	0.16%	56
2019 Q2	$281K	Sell	5,577 -97	-2%	-$4.84K	0.14%	63
2019 Q1	$283K	Buy	5,674 +1	+0%	+$49	0.15%	60
2018 Q4	$278K	Sell	5,673 -1,693	-23%	-$82.6K	0.16%	54
2018 Q3	$361K	Sell	7,366 -16	-0.2%	-$784	0.21%	43
2018 Q2	$362K	Sell	7,382 -141	-2%	-$6.92K	0.23%	41
2018 Q1	$371K	Sell	7,523 -14	-0.2%	-$692	0.24%	31
2017 Q4	$376K	Buy	7,537 +3	+0%	+$150	0.22%	32
2017 Q3	$379K	Sell	7,534 -821	-10%	-$41.3K	0.24%	30
2017 Q2	$420K	Buy	+8,355	New	+$420K	0.26%	31

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Biegel & Waller's ISTB Position: Q3 2019 in Review

Biegel & Waller increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.05% in Q3 2019, buying an estimated $151 and bringing the position to 5,580 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #56.

Biegel & Waller first reported a position in ISTB in Q2 2017 and has held it in 10 quarters since. The position peaked at $420K in Q2 2017. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

Biegel & Waller held 5,580 shares of iShares Core 1-5 Year USD Bond ETF worth $282K as of Q3 2019.
Biegel & Waller bought 3 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $151.
iShares Core 1-5 Year USD Bond ETF made up 0.16% of Biegel & Waller's portfolio in Q3 2019, its #56 holding.
Biegel & Waller first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2017 and has held it in 10 quarters since.
Biegel & Waller's iShares Core 1-5 Year USD Bond ETF position peaked at $420K in Q2 2017.
206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.