NIA
ISTB icon

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

Northstar Investment 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
2019
Q3 		– Sell
-23,435
Closed -$3.81M – 134
2019
Q2 		$3.81M Sell
23,435
-26,725
-53% -$1.33M 0.7% 55
2019
Q1 		$5.08M Sell
50,160
-5,056
-9% -$250K 0.94% 45
2018
Q4 		$5M Buy
55,216
+27,791
+101% +$1.36M 1.09% 40
2018
Q3 		$4.43M Sell
27,425
-32,246
-54% -$1.58M 0.88% 44
2018
Q2 		$5.61M Sell
59,671
-14,909
-20% -$732K 1.17% 41
2018
Q1 		$6.41M Sell
74,580
-69,582
-48% -$3.44M 1.36% 38
2017
Q4 		$10.3M Buy
144,162
+24,717
+21% +$1.24M 1.85% 20
2017
Q3 		$8.9M Buy
119,445
+28,971
+32% +$1.46M 1.74% 27
2017
Q2 		$4.55M Buy
90,474
+1,173
+1% +$58.9K 0.92% 45
2017
Q1 		$4.48M Buy
89,301
+19,315
+28% +$967K 0.9% 47
2016
Q4 		$3.5M Buy
69,986
+5,677
+9% +$285K 0.78% 48
2016
Q3 		$3.25M Buy
64,309
+51,499
+402% +$2.61M 0.75% 48
2016
Q2 		$650K Buy
+12,810
New +$646K 0.15% 69

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northstar Investment Advisors's ISTB Position: Q3 2019 in Review

Northstar Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019, closing a stake of 23,435 shares — an estimated $3.81M sold.

Northstar Investment Advisors first reported a position in ISTB in Q2 2016 and held it in 13 quarters. The position peaked at $10.3M in Q4 2017. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

  • Northstar Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Northstar Investment Advisors sold 23,435 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $3.81M.
  • Northstar Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2016 and held it in 13 quarters.
  • Northstar Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $10.3M in Q4 2017.
  • 206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on Northstar Investment Advisors's 13F filing for Q3 2019, filed 8 Oct 2019.