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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		– Sell
-498
Closed -$25K – 700
2018
Q1 		$25K Buy
+498
New +$24.6K ﹤0.01% 515

Other funds holding ISTB

CSIA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ISTB Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2018, closing a stake of 498 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ISTB in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 149 funds tracked by Wall St. Rank hold ISTB as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 498 iShares Core 1-5 Year USD Bond ETF shares in Q2 2018, an estimated $25K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $25K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.