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

Strategic 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
2019
Q3 		– Sell
-280
Closed -$14K – 749
2019
Q2 		$14K Buy
+280
New +$14K 0.01% 447

Other funds holding ISTB

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CSIA
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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
LTFS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's ISTB Position: Q3 2019 in Review

Strategic Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2019, closing a stake of 280 shares — an estimated $14K sold.

Strategic Wealth Partners first reported a position in ISTB in Q2 2019 and held it in 1 quarter. The position peaked at $14K in Q2 2019. 206 funds tracked by Wall St. Rank hold ISTB as of Q3 2019.

  • Strategic Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 280 iShares Core 1-5 Year USD Bond ETF shares in Q3 2019, an estimated $14K.
  • Strategic Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $14K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.