BW
ISTB icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return