Leicht Financial Planning & Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Leicht Financial Planning & Wealth 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
2020 Q1	–	Sell	-11,759	Closed	-$593K	–	61
2019 Q4	$593K	Sell	11,759 -9,620	-45%	-$485K	0.54%	42
2019 Q3	$1.08M	Sell	21,379 -19,340	-47%	-$975K	1.03%	26
2019 Q2	$2.05M	Buy	40,719 +6,620	+19%	+$330K	2.01%	18
2019 Q1	$1.7M	Buy	34,099 +29,000	+569%	+$1.43M	1.75%	20
2018 Q4	$250K	Buy	+5,099	New	+$249K	0.33%	36

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's ISTB Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 11,759 shares — an estimated $593K sold.

Leicht Financial Planning & Wealth Management first reported a position in ISTB in Q4 2018 and held it in 5 quarters. The position peaked at $2.05M in Q2 2019. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 11,759 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $593K.
Leicht Financial Planning & Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 5 quarters.
Leicht Financial Planning & Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.05M in Q2 2019.
253 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.