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

FLC Capital 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
2019 Q4	–	Sell	-4,032	Closed	-$204K	–	129
2019 Q3	$204K	Hold	4,032	–	–	0.09%	120
2019 Q2	$202K	Hold	4,032	–	–	0.08%	123
2019 Q1	$201K	Buy	+4,032	New	+$199K	0.09%	110

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

DWA

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

FLC Capital Advisors's ISTB Position: Q4 2019 in Review

FLC Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2019, closing a stake of 4,032 shares — an estimated $204K sold.

FLC Capital Advisors first reported a position in ISTB in Q1 2019 and held it in 3 quarters. The position peaked at $204K in Q3 2019. 245 funds tracked by Wall St. Rank hold ISTB as of Q4 2019.

FLC Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
FLC Capital Advisors sold 4,032 iShares Core 1-5 Year USD Bond ETF shares in Q4 2019, an estimated $204K.
FLC Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 3 quarters.
FLC Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $204K 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 FLC Capital Advisors's 13F filing for Q4 2019, filed 13 Jan 2020.