NewDay Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

NewDay Solutions’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	$2K	Buy	+39	New	+$1.9K	﹤0.01%	138

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

NewDay Solutions's ISTB Position: Q4 2018 in Review

NewDay Solutions opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018: 39 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #138 among its holdings.

177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

NewDay Solutions held 39 shares of iShares Core 1-5 Year USD Bond ETF worth $2K as of Q4 2018.
iShares Core 1-5 Year USD Bond ETF was a new NewDay Solutions position in Q4 2018.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of NewDay Solutions's portfolio in Q4 2018, its #138 holding.
177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on NewDay Solutions's 13F filing for Q4 2018, filed 14 Feb 2019.