First Allied Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-12,398	Closed	-$627K	–	1401
2019 Q3	$627K	Buy	12,398 +485	+4%	+$24.4K	0.02%	615
2019 Q2	$601K	Buy	11,913 +2,430	+26%	+$121K	0.02%	623
2019 Q1	$470K	Buy	9,483 +1,994	+27%	+$98.6K	0.02%	696
2018 Q4	$368K	Buy	7,489 +138	+2%	+$6.74K	0.01%	705
2018 Q3	$360K	Buy	7,351 +1,547	+27%	+$75.8K	0.01%	833
2018 Q2	$286K	Buy	5,804 +1,175	+25%	+$57.7K	0.01%	894
2018 Q1	$230K	Buy	4,629 +2,146	+86%	+$106K	0.01%	984
2017 Q4	$123K	Buy	+2,483	New	+$124K	﹤0.01%	1172
2013 Q4	–	Sell	-10,596	Closed	-$528K	–	995
2013 Q3	$528K	Buy	+10,596	New	+$529K	0.03%	509

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

First Allied Advisory Services's ISTB Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2019, closing a stake of 12,398 shares — an estimated $627K sold.

First Allied Advisory Services first reported a position in ISTB in Q3 2013 and held it in 9 quarters. The position peaked at $627K in Q3 2019. 245 funds tracked by Wall St. Rank hold ISTB as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 12,398 iShares Core 1-5 Year USD Bond ETF shares in Q4 2019, an estimated $627K.
First Allied Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2013 and held it in 9 quarters.
First Allied Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $627K in Q3 2019.
245 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.