Madrona Funds’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Madrona Funds’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
2019 Q3	$3.2M	Buy	+63,354	New	+$3.19M	2.35%	17

Other funds holding ISTB

RJA

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMM

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

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

Madrona Funds's ISTB Position: Q3 2019 in Review

Madrona Funds opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019: 63,354 shares worth $3.2M. The stake represents 2.35% of the portfolio and ranks #17 among its holdings.

206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

Madrona Funds held 63,354 shares of iShares Core 1-5 Year USD Bond ETF worth $3.2M as of Q3 2019.
iShares Core 1-5 Year USD Bond ETF was a new Madrona Funds position in Q3 2019.
iShares Core 1-5 Year USD Bond ETF made up 2.35% of Madrona Funds's portfolio in Q3 2019, its #17 holding.
206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.