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

CKW 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
2019 Q2	–	Sell	-814	Closed	-$41K	–	168
2019 Q1	$41K	Hold	814	–	–	0.01%	108
2018 Q4	$40K	Buy	814 +255	+46%	+$12.4K	0.01%	105
2018 Q3	$27K	Hold	559	–	–	0.01%	127
2018 Q2	$27K	Hold	559	–	–	0.01%	123
2018 Q1	$28K	Hold	559	–	–	0.01%	104
2017 Q4	$28K	Hold	559	–	–	0.01%	111
2017 Q3	$28K	Buy	559 +331	+145%	+$16.6K	0.01%	114
2017 Q2	$11K	Hold	228	–	–	﹤0.01%	149
2017 Q1	$11K	Hold	228	–	–	﹤0.01%	134
2016 Q4	$11K	Hold	228	–	–	﹤0.01%	130
2016 Q3	$12K	Hold	228	–	–	﹤0.01%	132
2016 Q2	$12K	Hold	228	–	–	﹤0.01%	137
2016 Q1	$11K	Hold	228	–	–	﹤0.01%	124
2015 Q4	$11K	Buy	+228	New	+$11.4K	﹤0.01%	126

Other funds holding ISTB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

CKW Financial Group's ISTB Position: Q2 2019 in Review

CKW Financial Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2019, closing a stake of 814 shares — an estimated $41K sold.

CKW Financial Group first reported a position in ISTB in Q4 2015 and held it in 14 quarters. The position peaked at $41K in Q1 2019. 203 funds tracked by Wall St. Rank hold ISTB as of Q2 2019.

CKW Financial Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
CKW Financial Group sold 814 iShares Core 1-5 Year USD Bond ETF shares in Q2 2019, an estimated $41K.
CKW Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and held it in 14 quarters.
CKW Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $41K in Q1 2019.
203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2019.

Based on CKW Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.