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Harvest Investment Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Harvest Investment 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
Q3 		– Sell
-4,751
Closed -$238K – 165
2019
Q2 		$238K Buy
4,751
+8
+0.2% +$399 0.14% 138
2019
Q1 		$235K Sell
4,743
-885
-16% -$43.7K 0.14% 144
2018
Q4 		$277K Buy
+5,628
New +$275K 0.26% 85

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harvest Investment Services's ISTB Position: Q3 2019 in Review

Harvest Investment Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019, closing a stake of 4,751 shares — an estimated $238K sold.

Harvest Investment Services first reported a position in ISTB in Q4 2018 and held it in 3 quarters. The position peaked at $277K in Q4 2018. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

  • Harvest Investment Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Investment Services sold 4,751 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $238K.
  • Harvest Investment Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 3 quarters.
  • Harvest Investment Services's iShares Core 1-5 Year USD Bond ETF position peaked at $277K in Q4 2018.
  • 206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on Harvest Investment Services's 13F filing for Q3 2019, filed 6 Nov 2019.