Segall Bryant & Hamill’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Segall Bryant & Hamill’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	-9,646	Closed	-$473K	–	844
2018 Q4	$473K	Buy	+9,646	New	+$471K	0.01%	657

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

Segall Bryant & Hamill's ISTB Position: Q1 2019 in Review

Segall Bryant & Hamill sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2019, closing a stake of 9,646 shares — an estimated $473K sold.

Segall Bryant & Hamill first reported a position in ISTB in Q4 2018 and held it in 1 quarter. The position peaked at $473K in Q4 2018. 194 funds tracked by Wall St. Rank hold ISTB as of Q1 2019.

Segall Bryant & Hamill reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2019 after selling out during the quarter.
Segall Bryant & Hamill sold 9,646 iShares Core 1-5 Year USD Bond ETF shares in Q1 2019, an estimated $473K.
Segall Bryant & Hamill first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 1 quarter.
Segall Bryant & Hamill's iShares Core 1-5 Year USD Bond ETF position peaked at $473K in Q4 2018.
194 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2019.

Based on Segall Bryant & Hamill's 13F filing for Q1 2019, filed 15 May 2019.