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Delek Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Delek Group’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
2018
Q4 		– Sell
-26,838
Closed -$1.29M – 230
2018
Q3 		$1.29M Sell
26,838
-1,446
-5% -$70.9K 0.05% 186
2018
Q2 		$1.39M Sell
28,284
-5,357
-16% -$263K 0.06% 182
2018
Q1 		$1.66M Sell
33,641
-775
-2% -$38.3K 0.09% 162
2017
Q4 		$1.71M Buy
+34,416
New +$1.72M 0.09% 163

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Delek Group's ISTB Position: Q4 2018 in Review

Delek Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 26,838 shares — an estimated $1.29M sold.

Delek Group first reported a position in ISTB in Q4 2017 and held it in 4 quarters. The position peaked at $1.71M in Q4 2017. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

  • Delek Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Delek Group sold 26,838 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $1.29M.
  • Delek Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 4 quarters.
  • Delek Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.71M in Q4 2017.
  • 177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on Delek Group's 13F filing for Q4 2018, filed 14 Feb 2019.