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Salomon & Ludwin’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Salomon & Ludwin’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
2020
Q2 		– Sell
-247
Closed -$12K – 139
2020
Q1 		$12K Hold
247
– – ﹤0.01% 155
2019
Q4 		$12K Buy
+247
New +$12.4K ﹤0.01% 172

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Salomon & Ludwin's ISTB Position: Q2 2020 in Review

Salomon & Ludwin sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 247 shares — an estimated $12K sold.

Salomon & Ludwin first reported a position in ISTB in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q1 2020. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

  • Salomon & Ludwin reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Salomon & Ludwin sold 247 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020, an estimated $12K.
  • Salomon & Ludwin first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 2 quarters.
  • Salomon & Ludwin's iShares Core 1-5 Year USD Bond ETF position peaked at $12K in Q1 2020.
  • 261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Salomon & Ludwin's 13F filing for Q2 2020, filed 17 Jul 2020.