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Evergreen Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Evergreen 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
2020
Q1 		– Sell
-334,206
Closed -$16.8M – 15
2019
Q4 		$16.8M Sell
334,206
-16,985
-5% -$856K 9.55% 4
2019
Q3 		$17.7M Buy
351,191
+4,362
+1% +$220K 10.83% 4
2019
Q2 		$17.5M Buy
+346,829
New +$17.3M 10.98% 4

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

Evergreen Advisors's ISTB Position: Q1 2020 in Review

Evergreen Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 334,206 shares — an estimated $16.8M sold.

Evergreen Advisors first reported a position in ISTB in Q2 2019 and held it in 3 quarters. The position peaked at $17.7M in Q3 2019. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

  • Evergreen Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evergreen Advisors sold 334,206 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $16.8M.
  • Evergreen Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 3 quarters.
  • Evergreen Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $17.7M in Q3 2019.
  • 253 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2020.

Based on Evergreen Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.