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INVST’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

INVST’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
2018
Q1 		– Sell
-6,098
Closed -$304K – 44
2017
Q4 		$304K Hold
6,098
– – 0.22% 32
2017
Q3 		$307K Buy
+6,098
New +$307K 0.27% 27

Other funds holding ISTB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

INVST's ISTB Position: Q1 2018 in Review

INVST sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2018, closing a stake of 6,098 shares — an estimated $304K sold.

INVST first reported a position in ISTB in Q3 2017 and held it in 2 quarters. The position peaked at $307K in Q3 2017. 141 funds tracked by Wall St. Rank hold ISTB as of Q1 2018.

  • INVST reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2018 after selling out during the quarter.
  • INVST sold 6,098 iShares Core 1-5 Year USD Bond ETF shares in Q1 2018, an estimated $304K.
  • INVST first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2017 and held it in 2 quarters.
  • INVST's iShares Core 1-5 Year USD Bond ETF position peaked at $307K in Q3 2017.
  • 141 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2018.

Based on INVST's 13F filing for Q1 2018, filed 23 Jun 2021.