CWS
ISTB icon

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

Cypress Wealth Services’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
Q2 		– Sell
-4,321
Closed -$218K – 281
2020
Q1 		$218K Sell
4,321
-1,079
-20% -$54.4K 0.06% 217
2019
Q4 		$272K Sell
5,400
-33,780
-86% -$1.7M 0.07% 201
2019
Q3 		$1.98M Buy
+39,180
New +$1.98M 0.54% 58

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cypress Wealth Services's ISTB Position: Q2 2020 in Review

Cypress Wealth Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 4,321 shares — an estimated $218K sold.

Cypress Wealth Services first reported a position in ISTB in Q3 2019 and held it in 3 quarters. The position peaked at $1.98M in Q3 2019. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

  • Cypress Wealth Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 4,321 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020, an estimated $218K.
  • Cypress Wealth Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and held it in 3 quarters.
  • Cypress Wealth Services's iShares Core 1-5 Year USD Bond ETF position peaked at $1.98M in Q3 2019.
  • 261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Cypress Wealth Services's 13F filing for Q2 2020, filed 15 Jul 2020.