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

Great Point Wealth 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	-12,978	Closed	-$654K	–	45
2019 Q4	$654K	Buy	12,978 +522	+4%	+$26.3K	0.4%	27
2019 Q3	$628K	Buy	12,456 +6,532	+110%	+$329K	0.43%	26
2019 Q2	$298K	Buy	5,924 +151	+3%	+$7.54K	0.24%	35
2019 Q1	$287K	Buy	5,773 +688	+14%	+$34K	0.24%	36
2018 Q4	$249K	Buy	+5,085	New	+$248K	0.24%	36

Other funds holding ISTB

RJA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Great Point Wealth Advisors's ISTB Position: Q1 2020 in Review

Great Point Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 12,978 shares — an estimated $654K sold.

Great Point Wealth Advisors first reported a position in ISTB in Q4 2018 and held it in 5 quarters. The position peaked at $654K in Q4 2019. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

Great Point Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
Great Point Wealth Advisors sold 12,978 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $654K.
Great Point Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 5 quarters.
Great Point Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $654K in Q4 2019.
253 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2020.

Based on Great Point Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.