New England Guild Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

New England Guild Wealth 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
2018 Q4	–	Sell	-5,700	Closed	-$279K	–	51
2018 Q3	$279K	Hold	5,700	–	–	0.25%	45
2018 Q2	$280K	Hold	5,700	–	–	0.26%	45
2018 Q1	$281K	Hold	5,700	–	–	0.27%	42
2017 Q4	$284K	Buy	+5,700	New	+$285K	0.27%	43

Other funds holding ISTB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMM

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

New England Guild Wealth Advisors's ISTB Position: Q4 2018 in Review

New England Guild Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 5,700 shares — an estimated $279K sold.

New England Guild Wealth Advisors first reported a position in ISTB in Q4 2017 and held it in 4 quarters. The position peaked at $284K in Q4 2017. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

New England Guild Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
New England Guild Wealth Advisors sold 5,700 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $279K.
New England Guild Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 4 quarters.
New England Guild Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $284K in Q4 2017.
177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2018, filed 20 Aug 2019.