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Concert Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Concert Wealth 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
2017
Q1 		– Sell
-5,702
Closed -$287K – 501
2016
Q4 		$287K Sell
5,702
-3,728
-40% -$187K 0.06% 363
2016
Q3 		$476K Buy
+9,430
New +$478K 0.06% 382

Other funds holding ISTB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concert Wealth Management's ISTB Position: Q1 2017 in Review

Concert Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2017, closing a stake of 5,702 shares — an estimated $287K sold.

Concert Wealth Management first reported a position in ISTB in Q3 2016 and held it in 2 quarters. The position peaked at $476K in Q3 2016. 95 funds tracked by Wall St. Rank hold ISTB as of Q1 2017.

  • Concert Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,702 iShares Core 1-5 Year USD Bond ETF shares in Q1 2017, an estimated $287K.
  • Concert Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2016 and held it in 2 quarters.
  • Concert Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $476K in Q3 2016.
  • 95 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.