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Citizens Business Bank’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Citizens Business Bank’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
Q4 		– Sell
-73,509
Closed -$3.71M – 247
2019
Q3 		$3.71M Sell
73,509
-3,915
-5% -$197K 0.61% 39
2019
Q2 		$3.9M Sell
77,424
-167,481
-68% -$8.36M 0.65% 32
2019
Q1 		$12.2M Buy
244,905
+1,305
+0.5% +$64.5K 2.11% 10
2018
Q4 		$12M Sell
243,600
-10,696
-4% -$522K 2.3% 6
2018
Q3 		$12.5M Buy
254,296
+7,511
+3% +$368K 2.09% 8
2018
Q2 		$12.1M Buy
246,785
+116,713
+90% +$5.73M 2.1% 8
2018
Q1 		$6.42M Buy
130,072
+5,429
+4% +$268K 1.13% 19
2017
Q4 		$6.21M Buy
124,643
+3,708
+3% +$185K 1.01% 20
2017
Q3 		$6.08M Sell
120,935
-930
-0.8% -$46.8K 1.02% 19
2017
Q2 		$6.13M Buy
121,865
+10,453
+9% +$525K 1.02% 18
2017
Q1 		$5.58M Buy
+111,412
New +$5.58M 0.93% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Citizens Business Bank's ISTB Position: Q4 2019 in Review

Citizens Business Bank sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2019, closing a stake of 73,509 shares — an estimated $3.71M sold.

Citizens Business Bank first reported a position in ISTB in Q1 2017 and held it in 11 quarters. The position peaked at $12.5M in Q3 2018. 245 funds tracked by Wall St. Rank hold ISTB as of Q4 2019.

  • Citizens Business Bank reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Citizens Business Bank sold 73,509 iShares Core 1-5 Year USD Bond ETF shares in Q4 2019, an estimated $3.71M.
  • Citizens Business Bank first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and held it in 11 quarters.
  • Citizens Business Bank's iShares Core 1-5 Year USD Bond ETF position peaked at $12.5M in Q3 2018.
  • 245 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2019.

Based on Citizens Business Bank's 13F filing for Q4 2019, filed 18 Nov 2022.