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

Cornerstone Financial Partners’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
Q4 		– Sell
-40,932
Closed -$2.06M – 135
2017
Q3 		$2.06M Buy
40,932
+6,107
+18% +$307K 0.78% 37
2017
Q2 		$1.75M Buy
34,825
+6,431
+23% +$323K 0.69% 41
2017
Q1 		$1.43M Buy
+28,394
New +$1.42M 0.48% 54

Other funds holding ISTB

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
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

Cornerstone Financial Partners's ISTB Position: Q4 2017 in Review

Cornerstone Financial Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2017, closing a stake of 40,932 shares — an estimated $2.06M sold.

Cornerstone Financial Partners first reported a position in ISTB in Q1 2017 and held it in 3 quarters. The position peaked at $2.06M in Q3 2017. 127 funds tracked by Wall St. Rank hold ISTB as of Q4 2017.

  • Cornerstone Financial Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 40,932 iShares Core 1-5 Year USD Bond ETF shares in Q4 2017, an estimated $2.06M.
  • Cornerstone Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and held it in 3 quarters.
  • Cornerstone Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $2.06M in Q3 2017.
  • 127 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.