Moloney Securities Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Moloney Securities Asset Management’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 Q1	–	Sell	-5,266	Closed	-$265K	–	317
2019 Q4	$265K	Sell	5,266 -326	-6%	-$16.4K	0.08%	272
2019 Q3	$282K	Sell	5,592 -815	-13%	-$41.1K	0.09%	242
2019 Q2	$323K	Sell	6,407 -809	-11%	-$40.4K	0.11%	207
2019 Q1	$360K	Sell	7,216 -563	-7%	-$27.8K	0.12%	198
2018 Q4	$382K	Sell	7,779 -451	-5%	-$22K	0.16%	175
2018 Q3	$403K	Sell	8,230 -5,796	-41%	-$284K	0.14%	173
2018 Q2	$688K	Buy	+14,026	New	+$688K	0.26%	116

Other funds holding ISTB

RJA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SMM

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

Moloney Securities Asset Management's ISTB Position: Q1 2020 in Review

Moloney Securities Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 5,266 shares — an estimated $265K sold.

Moloney Securities Asset Management first reported a position in ISTB in Q2 2018 and held it in 7 quarters. The position peaked at $688K in Q2 2018. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

Moloney Securities Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
Moloney Securities Asset Management sold 5,266 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $265K.
Moloney Securities Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 7 quarters.
Moloney Securities Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $688K in Q2 2018.
253 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2020.

Based on Moloney Securities Asset Management's 13F filing for Q1 2020, filed 8 May 2020.