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Disciplina Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Disciplina Capital Management’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
Q2 		– Sell
-76,400
Closed -$3.81M – 18
2019
Q1 		$3.81M Sell
76,400
-155,822
-67% -$7.7M 2.46% 7
2018
Q4 		$11.4M Buy
+232,222
New +$11.3M 8.33% 6

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Disciplina Capital Management's ISTB Position: Q2 2019 in Review

Disciplina Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2019, closing a stake of 76,400 shares — an estimated $3.81M sold.

Disciplina Capital Management first reported a position in ISTB in Q4 2018 and held it in 2 quarters. The position peaked at $11.4M in Q4 2018. 203 funds tracked by Wall St. Rank hold ISTB as of Q2 2019.

  • Disciplina Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Disciplina Capital Management sold 76,400 iShares Core 1-5 Year USD Bond ETF shares in Q2 2019, an estimated $3.81M.
  • Disciplina Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 2 quarters.
  • Disciplina Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $11.4M in Q4 2018.
  • 203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2019.

Based on Disciplina Capital Management's 13F filing for Q2 2019, filed 16 Nov 2023.