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

Pinnacle Family 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 Q1	–	Sell	-5,411	Closed	-$265K	–	76
2018 Q4	$265K	Sell	5,411 -63	-1%	-$3.08K	0.18%	52
2018 Q3	$268K	Sell	5,474 -3,895	-42%	-$191K	0.14%	58
2018 Q2	$460K	Sell	9,369 -130	-1%	-$6.38K	0.24%	51
2018 Q1	$469K	Sell	9,499 -16,813	-64%	-$831K	0.27%	48
2017 Q4	$1.31M	Buy	26,312 +1,765	+7%	+$88.2K	0.6%	34
2017 Q3	$1.23M	Sell	24,547 -52	-0.2%	-$2.62K	0.58%	39
2017 Q2	$1.24M	Buy	24,599 +566	+2%	+$28.4K	0.69%	29
2017 Q1	$1.21M	Buy	24,033 +3,548	+17%	+$178K	0.75%	25
2016 Q4	$1.02M	Buy	+20,485	New	+$1.03M	0.63%	36

Other funds holding ISTB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

LTFS

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

SMM

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

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

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

DWA

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

Pinnacle Family Advisors's ISTB Position: Q1 2019 in Review

Pinnacle Family Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2019, closing a stake of 5,411 shares — an estimated $265K sold.

Pinnacle Family Advisors first reported a position in ISTB in Q4 2016 and held it in 9 quarters. The position peaked at $1.31M in Q4 2017. 194 funds tracked by Wall St. Rank hold ISTB as of Q1 2019.

Pinnacle Family Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2019 after selling out during the quarter.
Pinnacle Family Advisors sold 5,411 iShares Core 1-5 Year USD Bond ETF shares in Q1 2019, an estimated $265K.
Pinnacle Family Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and held it in 9 quarters.
Pinnacle Family Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.31M in Q4 2017.
194 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2019.

Based on Pinnacle Family Advisors's 13F filing for Q1 2019, filed 15 May 2019.