Hochman Cole Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Hochman Cole Investment 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 Q3	–	Sell	-9,061	Closed	-$457K	–	112
2019 Q2	$457K	Buy	9,061 +82	+0.9%	+$4.09K	0.27%	69
2019 Q1	$448K	Sell	8,979 -3,483	-28%	-$172K	0.27%	73
2018 Q4	$611K	Sell	12,462 -1,336	-10%	-$65.2K	0.42%	51
2018 Q3	$676K	Sell	13,798 -3,990	-22%	-$196K	0.42%	50
2018 Q2	$873K	Buy	+17,788	New	+$873K	0.57%	44

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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hochman Cole Investment Advisors's ISTB Position: Q3 2019 in Review

Hochman Cole Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019, closing a stake of 9,061 shares — an estimated $457K sold.

Hochman Cole Investment Advisors first reported a position in ISTB in Q2 2018 and held it in 5 quarters. The position peaked at $873K in Q2 2018. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

Hochman Cole Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
Hochman Cole Investment Advisors sold 9,061 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $457K.
Hochman Cole Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 5 quarters.
Hochman Cole Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $873K in Q2 2018.
206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.