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Managed Account Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Managed Account 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
2015
Q2 		$27K Buy
542
+256
+90% +$12.9K ﹤0.01% 2748
2015
Q1 		$14K Buy
+286
New +$14.4K ﹤0.01% 2792

Other funds holding ISTB

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Managed Account Advisors's ISTB Position: Q2 2015 in Review

Managed Account Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 90% in Q2 2015, buying an estimated $12.9K and bringing the position to 542 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Managed Account Advisors first reported a position in ISTB in Q1 2015 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold ISTB as of Q2 2015.

  • Managed Account Advisors held 542 shares of iShares Core 1-5 Year USD Bond ETF worth $27K as of Q2 2015.
  • Managed Account Advisors bought 256 iShares Core 1-5 Year USD Bond ETF shares in Q2 2015, an estimated $12.9K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2748 holding.
  • Managed Account Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2015 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.