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Institute for Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Institute for Wealth Management’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
-118
Closed -$6K – 530
2019
Q4 		$6K Buy
+118
New +$5.95K ﹤0.01% 626

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UBS Group
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

Institute for Wealth Management's ISTB Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 118 shares — an estimated $6K sold.

Institute for Wealth Management first reported a position in ISTB in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 118 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $6K.
  • Institute for Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $6K 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 Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.