LAS
ISTB icon

Lloyd Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-5
Closed – – 327
2020
Q1 		$0 Buy
+5
New +$252 ﹤0.01% 337

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lloyd Advisory Services's ISTB Position: Q2 2020 in Review

Lloyd Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 5 shares.

Lloyd Advisory Services first reported a position in ISTB in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

  • Lloyd Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 5 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020.
  • Lloyd Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $0 in Q1 2020.
  • 261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Lloyd Advisory Services's 13F filing for Q2 2020, filed 7 Aug 2020.