DBRC
ISTB icon

D.B. Root & Company’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

D.B. Root & Company’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
2019
Q1 		– Sell
-4,686
Closed -$230K – 208
2018
Q4 		$230K Sell
4,686
-621
-12% -$30.3K 0.11% 171
2018
Q3 		$260K Buy
5,307
+1
+0% +$49 0.11% 178
2018
Q2 		$260K Sell
5,306
-146
-3% -$7.16K 0.12% 180
2018
Q1 		$269K Buy
+5,452
New +$269K 0.14% 162

Other funds holding ISTB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

D.B. Root & Company's ISTB Position: Q1 2019 in Review

D.B. Root & Company sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2019, closing a stake of 4,686 shares — an estimated $230K sold.

D.B. Root & Company first reported a position in ISTB in Q1 2018 and held it in 4 quarters. The position peaked at $269K in Q1 2018. 194 funds tracked by Wall St. Rank hold ISTB as of Q1 2019.

  • D.B. Root & Company reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2019 after selling out during the quarter.
  • D.B. Root & Company sold 4,686 iShares Core 1-5 Year USD Bond ETF shares in Q1 2019, an estimated $230K.
  • D.B. Root & Company first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 4 quarters.
  • D.B. Root & Company's iShares Core 1-5 Year USD Bond ETF position peaked at $269K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2019.

Based on D.B. Root & Company's 13F filing for Q1 2019, filed 12 Apr 2019.