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Integrated Wealth Management (Palm Desert)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-1,200
Closed -$60K – 1253
2015
Q4 		$60K Buy
+1,200
New +$59.9K 0.03% 357

Other funds holding ISTB

UCFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SFA
Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ISTB Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2016, closing a stake of 1,200 shares — an estimated $60K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ISTB in Q4 2015 and held it in 1 quarter. The position peaked at $60K in Q4 2015. 66 funds tracked by Wall St. Rank hold ISTB as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,200 iShares Core 1-5 Year USD Bond ETF shares in Q1 2016, an estimated $60K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares Core 1-5 Year USD Bond ETF position peaked at $60K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.