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

SignalPoint Asset 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
2016 Q4	–	Sell	-21,928	Closed	-$1.11M	–	251
2016 Q3	$1.11M	Buy	21,928 +7,028	+47%	+$356K	0.29%	70
2016 Q2	$757K	Buy	+14,900	New	+$751K	0.32%	66

Other funds holding ISTB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFA

Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SignalPoint Asset Management's ISTB Position: Q4 2016 in Review

SignalPoint Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2016, closing a stake of 21,928 shares — an estimated $1.11M sold.

SignalPoint Asset Management first reported a position in ISTB in Q2 2016 and held it in 2 quarters. The position peaked at $1.11M in Q3 2016. 91 funds tracked by Wall St. Rank hold ISTB as of Q4 2016.

SignalPoint Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2016 after selling out during the quarter.
SignalPoint Asset Management sold 21,928 iShares Core 1-5 Year USD Bond ETF shares in Q4 2016, an estimated $1.11M.
SignalPoint Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2016 and held it in 2 quarters.
SignalPoint Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.11M in Q3 2016.
91 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2016.

Based on SignalPoint Asset Management's 13F filing for Q4 2016, filed 1 Feb 2017.