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Edmond de Rothschild (Europe)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Edmond de Rothschild (Europe)’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
2016
Q3 		$227K Sell
4,483
-517
-10% -$26.2K 0.09% 107
2016
Q2 		$254K Buy
+5,000
New +$252K 0.13% 101

Other funds holding ISTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
SFA
Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edmond de Rothschild (Europe)'s ISTB Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 10% in Q3 2016, selling an estimated $26.2K and leaving 4,483 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #107.

Edmond de Rothschild (Europe) first reported a position in ISTB in Q2 2016 and has held it in 2 quarters since. The position peaked at $254K in Q2 2016. 86 funds tracked by Wall St. Rank hold ISTB as of Q3 2016.

  • Edmond de Rothschild (Europe) held 4,483 shares of iShares Core 1-5 Year USD Bond ETF worth $227K as of Q3 2016.
  • Edmond de Rothschild (Europe) sold 517 iShares Core 1-5 Year USD Bond ETF shares in Q3 2016, an estimated $26.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.09% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #107 holding.
  • Edmond de Rothschild (Europe) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2016 and has held it in 2 quarters since.
  • Edmond de Rothschild (Europe)'s iShares Core 1-5 Year USD Bond ETF position peaked at $254K in Q2 2016.
  • 86 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.