Northwest Bancshares’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Northwest Bancshares’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 Q4	–	Sell	-4,164	Closed	-$210K	–	147
2019 Q3	$210K	Sell	4,164 -140	-3%	-$7.06K	0.09%	135
2019 Q2	$217K	Sell	4,304 -179	-4%	-$8.94K	0.09%	136
2019 Q1	$224K	Hold	4,483	–	–	0.1%	133
2018 Q4	$220K	Sell	4,483 -1,099	-20%	-$53.6K	0.11%	121
2018 Q3	$274K	Sell	5,582 -271	-5%	-$13.3K	0.12%	128
2018 Q2	$287K	Hold	5,853	–	–	0.12%	121
2018 Q1	$289K	Buy	5,853 +132	+2%	+$6.53K	0.12%	121
2017 Q4	$285K	Buy	+5,721	New	+$286K	0.12%	118

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 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

LTFS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SMM

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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Northwest Bancshares's ISTB Position: Q4 2019 in Review

Northwest Bancshares sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2019, closing a stake of 4,164 shares — an estimated $210K sold.

Northwest Bancshares first reported a position in ISTB in Q4 2017 and held it in 8 quarters. The position peaked at $289K in Q1 2018. 245 funds tracked by Wall St. Rank hold ISTB as of Q4 2019.

Northwest Bancshares reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
Northwest Bancshares sold 4,164 iShares Core 1-5 Year USD Bond ETF shares in Q4 2019, an estimated $210K.
Northwest Bancshares first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 8 quarters.
Northwest Bancshares's iShares Core 1-5 Year USD Bond ETF position peaked at $289K in Q1 2018.
245 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2019.

Based on Northwest Bancshares's 13F filing for Q4 2019, filed 10 Feb 2020.