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Edmonds Duncan Registered Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
-8,655
Closed -$424K – 118
2018
Q3 		$424K Sell
8,655
-11,168
-56% -$548K 0.17% 80
2018
Q2 		$973K Buy
19,823
+554
+3% +$27.2K 0.42% 46
2018
Q1 		$951K Buy
19,269
+1,250
+7% +$61.8K 0.43% 48
2017
Q4 		$897K Buy
18,019
+16
+0.1% +$800 0.4% 48
2017
Q3 		$901K Buy
18,003
+1,557
+9% +$78.3K 0.42% 49
2017
Q2 		$827K Buy
16,446
+1,118
+7% +$56.2K 0.48% 41
2017
Q1 		$770K Buy
15,328
+1,827
+14% +$91.5K 0.41% 43
2016
Q4 		$675K Sell
13,501
-234
-2% -$11.7K 0.39% 45
2016
Q3 		$694K Sell
13,735
-12,463
-48% -$631K 0.42% 44
2016
Q2 		$664K Buy
26,198
+14,404
+122% +$726K 0.4% 45
2016
Q1 		$593K Buy
11,794
+342
+3% +$17K 0.4% 49
2015
Q4 		$568K Buy
+11,452
New +$572K 0.39% 50

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

Edmonds Duncan Registered Investment Advisors's ISTB Position: Q4 2018 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 8,655 shares — an estimated $424K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in ISTB in Q4 2015 and held it in 12 quarters. The position peaked at $973K in Q2 2018. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

  • Edmonds Duncan Registered Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 8,655 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $424K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and held it in 12 quarters.
  • Edmonds Duncan Registered Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $973K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.