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

Clear Harbor Asset Management’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
Q4 		– Sell
-170
Closed -$8.76K – 516
2020
Q3 		$8.76K Buy
+170
New +$8.77K ﹤0.01% 606
2020
Q1 		– Sell
-170
Closed -$8.57K – 469
2019
Q4 		$8.57K Buy
+170
New +$8.57K ﹤0.01% 624

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Clear Harbor Asset Management's ISTB Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 170 shares — an estimated $8.76K sold.

Clear Harbor Asset Management first reported a position in ISTB in Q4 2019 and held it in 2 quarters. The position peaked at $8.76K in Q3 2020. 314 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 170 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $8.76K.
  • Clear Harbor Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $8.76K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.