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JT Stratford LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

JT Stratford LLC’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
2017
Q1 		– Sell
-41,896
Closed -$2.1M – 114
2016
Q4 		$2.1M Buy
+41,896
New +$2.1M 1.76% 16

Other funds holding ISTB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JT Stratford LLC's ISTB Position: Q1 2017 in Review

JT Stratford LLC sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2017, closing a stake of 41,896 shares — an estimated $2.1M sold.

JT Stratford LLC first reported a position in ISTB in Q4 2016 and held it in 1 quarter. The position peaked at $2.1M in Q4 2016. 95 funds tracked by Wall St. Rank hold ISTB as of Q1 2017.

  • JT Stratford LLC reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2017 after selling out during the quarter.
  • JT Stratford LLC sold 41,896 iShares Core 1-5 Year USD Bond ETF shares in Q1 2017, an estimated $2.1M.
  • JT Stratford LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and held it in 1 quarter.
  • JT Stratford LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $2.1M in Q4 2016.
  • 95 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2017.

Based on JT Stratford LLC's 13F filing for Q1 2017, filed 12 May 2017.