Brand Asset Management Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Brand Asset Management Group’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	-5	Closed	–	–	264
2020 Q1	$0	Buy	+5	New	+$252	﹤0.01%	293
2018 Q4	–	Sell	-2,062	Closed	-$101K	–	245
2018 Q3	$101K	Sell	2,062 -102	-5%	-$5K	0.07%	83
2018 Q2	$106K	Buy	+2,164	New	+$106K	0.08%	85

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 $1.81B AUM 17.83% 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

Brand Asset Management Group's ISTB Position: Q2 2020 in Review

Brand Asset Management Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 5 shares.

Brand Asset Management Group first reported a position in ISTB in Q2 2018 and held it in 3 quarters. The position peaked at $106K in Q2 2018. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

Brand Asset Management Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
Brand Asset Management Group sold 5 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020.
Brand Asset Management Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 3 quarters.
Brand Asset Management Group's iShares Core 1-5 Year USD Bond ETF position peaked at $106K in Q2 2018.
261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Brand Asset Management Group's 13F filing for Q2 2020, filed 21 Jul 2020.