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

HL 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
2019 Q1	$227K	Hold	4,552	–	–	﹤0.01%	681
2018 Q4	$223K	Buy	+4,552	New	+$222K	﹤0.01%	663

Other funds holding ISTB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

LTFS

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

SMM

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

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

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

DWA

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

HL Financial Services's ISTB Position: Q1 2019 in Review

HL Financial Services held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2019 at 4,552 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

HL Financial Services first reported a position in ISTB in Q4 2018 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold ISTB as of Q1 2019.

HL Financial Services held 4,552 shares of iShares Core 1-5 Year USD Bond ETF worth $227K as of Q1 2019.
HL Financial Services left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2019.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #681 holding.
HL Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 2 quarters since.
194 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.