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Dowling & Yahnke’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-180
Closed -$9K – 341
2019
Q4 		$9K Buy
+180
New +$9.07K ﹤0.01% 346

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Dowling & Yahnke's ISTB Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 180 shares — an estimated $9K sold.

Dowling & Yahnke first reported a position in ISTB in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 180 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $9K.
  • Dowling & Yahnke first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Core 1-5 Year USD Bond ETF position peaked at $9K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.