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

First Personal Financial 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
2016
Q4 		– Sell
-800
Closed -$41K – 925
2016
Q3 		$41K Buy
+800
New +$40.5K 0.01% 312

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $16.3B AUM 16.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Personal Financial Services's ISTB Position: Q4 2016 in Review

First Personal Financial Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2016, closing a stake of 800 shares — an estimated $41K sold.

First Personal Financial Services first reported a position in ISTB in Q3 2016 and held it in 1 quarter. The position peaked at $41K in Q3 2016. 90 funds tracked by Wall St. Rank hold ISTB as of Q4 2016.

  • First Personal Financial Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 800 iShares Core 1-5 Year USD Bond ETF shares in Q4 2016, an estimated $41K.
  • First Personal Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2016 and held it in 1 quarter.
  • First Personal Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $41K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.