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McAdam LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

McAdam LLC’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 		– Sell
-4,285
Closed -$216K – 83
2019
Q2 		$216K Buy
+4,285
New +$214K 0.06% 68
2018
Q4 		– Sell
-1,757
Closed -$86K – 324
2018
Q3 		$86K Buy
1,757
+911
+108% +$44.7K 0.03% 126
2018
Q2 		$42K Buy
846
+685
+425% +$33.6K 0.02% 167
2018
Q1 		$8K Buy
+161
New +$7.96K ﹤0.01% 353

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McAdam LLC's ISTB Position: Q3 2019 in Review

McAdam LLC sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019, closing a stake of 4,285 shares — an estimated $216K sold.

McAdam LLC first reported a position in ISTB in Q1 2018 and held it in 4 quarters. The position peaked at $216K in Q2 2019. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

  • McAdam LLC reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
  • McAdam LLC sold 4,285 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $216K.
  • McAdam LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 4 quarters.
  • McAdam LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $216K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on McAdam LLC's 13F filing for Q3 2019, filed 15 Oct 2019.