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

Parsons Capital 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
2018
Q1 		– Sell
-4,318
Closed -$215K – 362
2017
Q4 		$215K Buy
4,318
+208
+5% +$10.4K 0.02% 345
2017
Q3 		$207K Sell
4,110
-81
-2% -$4.07K 0.02% 346
2017
Q2 		$211K Buy
+4,191
New +$211K 0.03% 340
2015
Q2 		– Sell
-2,130
Closed -$107K – 430
2015
Q1 		$107K Buy
+2,130
New +$107K 0.02% 381

Other funds holding ISTB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parsons Capital Management's ISTB Position: Q1 2018 in Review

Parsons Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2018, closing a stake of 4,318 shares — an estimated $215K sold.

Parsons Capital Management first reported a position in ISTB in Q1 2015 and held it in 4 quarters. The position peaked at $215K in Q4 2017. 141 funds tracked by Wall St. Rank hold ISTB as of Q1 2018.

  • Parsons Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Parsons Capital Management sold 4,318 iShares Core 1-5 Year USD Bond ETF shares in Q1 2018, an estimated $215K.
  • Parsons Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2015 and held it in 4 quarters.
  • Parsons Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $215K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2018.

Based on Parsons Capital Management's 13F filing for Q1 2018, filed 7 May 2018.