MI
ISTB icon

Montage Investments’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Montage Investments’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
2016
Q3 		$4K Buy
+81
New +$4.1K ﹤0.01% 173

Other funds holding ISTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SFA
Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montage Investments's ISTB Position: Q3 2016 in Review

Montage Investments opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2016: 81 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #173 among its holdings.

86 funds tracked by Wall St. Rank hold ISTB as of Q3 2016.

  • Montage Investments held 81 shares of iShares Core 1-5 Year USD Bond ETF worth $4K as of Q3 2016.
  • iShares Core 1-5 Year USD Bond ETF was a new Montage Investments position in Q3 2016.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Montage Investments's portfolio in Q3 2016, its #173 holding.
  • 86 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.