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

Capstone Financial 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
Q3 		$23K Hold
452
– – 0.02% 150
2020
Q2 		$23K Hold
452
– – 0.02% 147
2020
Q1 		$23K Sell
452
-20
-4% -$1.01K 0.02% 130
2019
Q4 		$24K Buy
+472
New +$23.8K 0.02% 143

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Capstone Financial Group's ISTB Position: Q3 2020 in Review

Capstone Financial Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2020 at 452 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #150.

Capstone Financial Group first reported a position in ISTB in Q4 2019 and has held it in 4 quarters since. The position peaked at $24K in Q4 2019. 273 funds tracked by Wall St. Rank hold ISTB as of Q3 2020.

  • Capstone Financial Group held 452 shares of iShares Core 1-5 Year USD Bond ETF worth $23K as of Q3 2020.
  • Capstone Financial Group left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2020.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #150 holding.
  • Capstone Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $24K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.