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

Krilogy Financial’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
Q4 		– Sell
-1,145
Closed -$56K – 391
2018
Q3 		$56K Buy
+1,145
New +$56.1K 0.01% 299
2018
Q2 		– Sell
-1,106
Closed -$55K – 381
2018
Q1 		$55K Buy
1,106
+79
+8% +$3.9K 0.01% 310
2017
Q4 		$51K Buy
1,027
+49
+5% +$2.45K 0.01% 319
2017
Q3 		$49K Buy
978
+230
+31% +$11.6K 0.01% 347
2017
Q2 		$38K Buy
748
+83
+12% +$4.17K 0.01% 355
2017
Q1 		$33K Hold
665
– – 0.01% 349
2016
Q4 		$33K Buy
665
+4
+0.6% +$201 0.01% 349
2016
Q3 		$33K Buy
661
+33
+5% +$1.67K 0.01% 370
2016
Q2 		$32K Buy
628
+34
+6% +$1.71K 0.01% 372
2016
Q1 		$30K Sell
594
-592
-50% -$29.5K 0.01% 333
2015
Q4 		$59K Buy
1,186
+596
+101% +$29.8K 0.05% 121
2015
Q3 		$30K Buy
+590
New +$29.6K 0.01% 262

Other funds holding ISTB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Krilogy Financial's ISTB Position: Q4 2018 in Review

Krilogy Financial sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 1,145 shares — an estimated $56K sold.

Krilogy Financial first reported a position in ISTB in Q3 2015 and held it in 12 quarters. The position peaked at $59K in Q4 2015. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

  • Krilogy Financial reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 1,145 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $56K.
  • Krilogy Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2015 and held it in 12 quarters.
  • Krilogy Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $59K in Q4 2015.
  • 177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.