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

SeaCrest Wealth Management’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
Q2 		– Sell
-54
Closed -$3K – 1170
2019
Q1 		$3K Buy
+54
New +$2.67K ﹤0.01% 1848

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

SeaCrest Wealth Management's ISTB Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2019, closing a stake of 54 shares — an estimated $3K sold.

SeaCrest Wealth Management first reported a position in ISTB in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 203 funds tracked by Wall St. Rank hold ISTB as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 54 iShares Core 1-5 Year USD Bond ETF shares in Q2 2019, an estimated $3K.
  • SeaCrest Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 1 quarter.
  • SeaCrest Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $3K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.