PAS
ISTB icon

Partnervest Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-50
Closed -$3K – 468
2014
Q2 		$3K Hold
50
– – ﹤0.01% 937
2014
Q1 		$3K Hold
50
– – ﹤0.01% 910
2013
Q4 		$3K Hold
50
– – ﹤0.01% 880
2013
Q3 		$2K Buy
+50
New +$2.5K ﹤0.01% 938

Other funds holding ISTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Partnervest Advisory Services's ISTB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2014, closing a stake of 50 shares — an estimated $3K sold.

Partnervest Advisory Services first reported a position in ISTB in Q3 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 29 funds tracked by Wall St. Rank hold ISTB as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 50 iShares Core 1-5 Year USD Bond ETF shares in Q3 2014, an estimated $3K.
  • Partnervest Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $3K in Q2 2014.
  • 29 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.