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

MCF 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
2020
Q3 		– Sell
-103
Closed -$5K – 485
2020
Q2 		$5K Sell
103
-780
-88% -$39.9K ﹤0.01% 409
2020
Q1 		$45K Hold
883
– – 0.01% 244
2019
Q4 		$45K Sell
883
-1
-0.1% -$50 0.01% 258
2019
Q3 		$45K Sell
884
-49
-5% -$2.47K 0.01% 244
2019
Q2 		$47K Sell
933
-175
-16% -$8.74K 0.01% 231
2019
Q1 		$55K Sell
1,108
-686
-38% -$33.9K 0.01% 212
2018
Q4 		$88K Buy
1,794
+1,580
+738% +$77.1K 0.02% 181
2018
Q3 		$10K Buy
214
+195
+1,026% +$9.56K ﹤0.01% 356
2018
Q2 		$1K Hold
19
– – ﹤0.01% 424
2018
Q1 		$1K Sell
19
-1,018
-98% -$50.3K ﹤0.01% 441
2017
Q4 		$52K Sell
1,037
-1,099
-51% -$54.9K 0.01% 218
2017
Q3 		$107K Sell
2,136
-3,619
-63% -$182K 0.02% 159
2017
Q2 		$289K Buy
5,755
+755
+15% +$37.9K 0.06% 82
2017
Q1 		$251K Buy
5,000
+1,292
+35% +$64.7K 0.05% 87
2016
Q4 		$185K Buy
3,708
+1,172
+46% +$58.8K 0.04% 98
2016
Q3 		$128K Buy
2,536
+924
+57% +$46.8K 0.03% 125
2016
Q2 		$82K Buy
1,612
+362
+29% +$18.2K 0.02% 173
2016
Q1 		$63K Buy
+1,250
New +$62.3K 0.02% 170

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

MCF Advisors's ISTB Position: Q3 2020 in Review

MCF Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2020, closing a stake of 103 shares — an estimated $5K sold.

MCF Advisors first reported a position in ISTB in Q1 2016 and held it in 18 quarters. The position peaked at $289K in Q2 2017. 273 funds tracked by Wall St. Rank hold ISTB as of Q3 2020.

  • MCF Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • MCF Advisors sold 103 iShares Core 1-5 Year USD Bond ETF shares in Q3 2020, an estimated $5K.
  • MCF Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2016 and held it in 18 quarters.
  • MCF Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $289K in Q2 2017.
  • 273 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2020.

Based on MCF Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.