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

Independence 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
2019 Q3	–	Sell	-73,891	Closed	-$3.73M	–	24
2019 Q2	$3.73M	Buy	73,891 +4,879	+7%	+$244K	3.67%	12
2019 Q1	$3.44M	Sell	69,012 -13,699	-17%	-$677K	3.71%	12
2018 Q4	$4.06M	Sell	82,711 -38	-0%	-$1.85K	4.88%	12
2018 Q3	$4.05M	Buy	82,749 +4,713	+6%	+$231K	4.11%	13
2018 Q2	$3.83M	Buy	78,036 +7,936	+11%	+$389K	3.98%	13
2018 Q1	$3.46M	Sell	70,100 -762	-1%	-$37.7K	3.2%	15
2017 Q4	$3.53M	Buy	+70,862	New	+$3.54M	3.23%	14

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

Independence Wealth Advisors's ISTB Position: Q3 2019 in Review

Independence Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019, closing a stake of 73,891 shares — an estimated $3.73M sold.

Independence Wealth Advisors first reported a position in ISTB in Q4 2017 and held it in 7 quarters. The position peaked at $4.06M in Q4 2018. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

Independence Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
Independence Wealth Advisors sold 73,891 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $3.73M.
Independence Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 7 quarters.
Independence Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $4.06M 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 Independence Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.