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

Parasol Investment Management’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
2017
Q1 		$7.19M Buy
143,530
+97,380
+211% +$4.88M 11.79% 2
2016
Q4 		$2.31M Buy
+46,150
New +$2.32M 2.43% 13

Other funds holding ISTB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Parasol Investment Management's ISTB Position: Q1 2017 in Review

Parasol Investment Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 211% in Q1 2017, buying an estimated $4.88M and bringing the position to 143,530 shares worth $7.19M. The position accounts for 11.79% of the portfolio, ranked #2.

Parasol Investment Management first reported a position in ISTB in Q4 2016 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold ISTB as of Q1 2017.

  • Parasol Investment Management held 143,530 shares of iShares Core 1-5 Year USD Bond ETF worth $7.19M as of Q1 2017.
  • Parasol Investment Management bought 97,380 iShares Core 1-5 Year USD Bond ETF shares in Q1 2017, an estimated $4.88M.
  • iShares Core 1-5 Year USD Bond ETF made up 11.79% of Parasol Investment Management's portfolio in Q1 2017, its #2 holding.
  • Parasol Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.