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

Camarda Financial 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
Q4 		– Sell
-120
Closed -$6K – 203
2018
Q3 		$6K Buy
+120
New +$5.88K 0.01% 189

Other funds holding ISTB

CSIA
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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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Camarda Financial Advisors's ISTB Position: Q4 2018 in Review

Camarda Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 120 shares — an estimated $6K sold.

Camarda Financial Advisors first reported a position in ISTB in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

  • Camarda Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 120 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $6K.
  • Camarda Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $6K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.