Ronald Blue & Co’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ronald Blue & Co’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 Q2	$746K	Buy	14,833 +6,277	+73%	+$315K	0.02%	90
2017 Q1	$429K	Sell	8,556 -36,684	-81%	-$1.84M	0.01%	122
2016 Q4	$2.26M	Buy	+45,240	New	+$2.27M	0.09%	40
2016 Q1	–	Sell	-24,444	Closed	-$1.21M	–	214
2015 Q4	$1.21M	Buy	+24,444	New	+$1.22M	0.06%	52

Other funds holding ISTB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Ronald Blue & Co's ISTB Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 73% in Q2 2017, buying an estimated $315K and bringing the position to 14,833 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #90.

Ronald Blue & Co first reported a position in ISTB in Q4 2015 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2016. 103 funds tracked by Wall St. Rank hold ISTB as of Q2 2017.

Ronald Blue & Co held 14,833 shares of iShares Core 1-5 Year USD Bond ETF worth $746K as of Q2 2017.
Ronald Blue & Co bought 6,277 iShares Core 1-5 Year USD Bond ETF shares in Q2 2017, an estimated $315K.
iShares Core 1-5 Year USD Bond ETF made up 0.02% of Ronald Blue & Co's portfolio in Q2 2017, its #90 holding.
Ronald Blue & Co first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and has held it in 4 quarters since.
Ronald Blue & Co's iShares Core 1-5 Year USD Bond ETF position peaked at $2.26M in Q4 2016.
103 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.