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RWA Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-766
Closed -$38K – 467
2018
Q2 		$38K Hold
766
– – ﹤0.01% 450
2018
Q1 		$38K Buy
+766
New +$37.9K ﹤0.01% 365

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
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

RWA Wealth Partners's ISTB Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2018, closing a stake of 766 shares — an estimated $38K sold.

RWA Wealth Partners first reported a position in ISTB in Q1 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2018. 157 funds tracked by Wall St. Rank hold ISTB as of Q3 2018.

  • RWA Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 766 iShares Core 1-5 Year USD Bond ETF shares in Q3 2018, an estimated $38K.
  • RWA Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $38K in Q2 2018.
  • 157 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.