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Credit Suisse’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Credit Suisse’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
2014
Q4 		– Sell
-5,790
Closed -$290K – 4648
2014
Q3 		$290K Buy
+5,790
New +$291K ﹤0.01% 3950

Other funds holding ISTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Credit Suisse's ISTB Position: Q4 2014 in Review

Credit Suisse sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2014, closing a stake of 5,790 shares — an estimated $290K sold.

Credit Suisse first reported a position in ISTB in Q3 2014 and held it in 1 quarter. The position peaked at $290K in Q3 2014. 37 funds tracked by Wall St. Rank hold ISTB as of Q4 2014.

  • Credit Suisse reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Credit Suisse sold 5,790 iShares Core 1-5 Year USD Bond ETF shares in Q4 2014, an estimated $290K.
  • Credit Suisse first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2014 and held it in 1 quarter.
  • Credit Suisse's iShares Core 1-5 Year USD Bond ETF position peaked at $290K in Q3 2014.
  • 37 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2014.

Based on Credit Suisse's 13F filing for Q4 2014, filed 13 Feb 2015.