KCM
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Kathmere Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kathmere Capital 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
2021
Q1 		– Sell
-196
Closed -$10K – 271
2020
Q4 		$10K Hold
196
– – ﹤0.01% 320
2020
Q3 		$10K Buy
+196
New +$10.1K ﹤0.01% 300
2020
Q2 		– Sell
-68,792
Closed -$3.47M – 118
2020
Q1 		$3.47M Buy
68,792
+24,909
+57% +$1.26M 1.26% 25
2019
Q4 		$2.21M Buy
+43,883
New +$2.21M 0.79% 30

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RJA
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AA
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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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return