Financial Architects (New Jersey)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Financial Architects (New Jersey)’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	-48	Closed	-$2K	–	1333
2019 Q1	$2K	Sell	48 -3	-6%	-$148	﹤0.01%	1329
2018 Q4	$3K	Sell	51 -223	-81%	-$10.9K	﹤0.01%	1195
2018 Q3	$13K	Sell	274 -12	-4%	-$588	﹤0.01%	1040
2018 Q2	$14K	Buy	286 +26	+10%	+$1.28K	﹤0.01%	904
2018 Q1	$13K	Buy	+260	New	+$12.9K	﹤0.01%	997

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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

Financial Architects (New Jersey)'s ISTB Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2019, closing a stake of 48 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in ISTB in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q2 2018. 203 funds tracked by Wall St. Rank hold ISTB as of Q2 2019.

Financial Architects (New Jersey) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 48 iShares Core 1-5 Year USD Bond ETF shares in Q2 2019, an estimated $2K.
Financial Architects (New Jersey) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 5 quarters.
Financial Architects (New Jersey)'s iShares Core 1-5 Year USD Bond ETF position peaked at $14K in Q2 2018.
203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.