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

Tiller Private Wealth’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	-107,335	Closed	-$5.27M	–	36
2018 Q4	$5.27M	Sell	107,335 -7,667	-7%	-$374K	4.63%	10
2018 Q3	$5.63M	Buy	115,002 +321	+0.3%	+$15.7K	3.94%	12
2018 Q2	$5.63M	Buy	114,681 +9,056	+9%	+$444K	3.93%	14
2018 Q1	$5.21M	Buy	+105,625	New	+$5.22M	3.75%	14

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 $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.16B AUM 20.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Tiller Private Wealth's ISTB Position: Q1 2019 in Review

Tiller Private Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2019, closing a stake of 107,335 shares — an estimated $5.27M sold.

Tiller Private Wealth first reported a position in ISTB in Q1 2018 and held it in 4 quarters. The position peaked at $5.63M in Q3 2018. 194 funds tracked by Wall St. Rank hold ISTB as of Q1 2019.

Tiller Private Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2019 after selling out during the quarter.
Tiller Private Wealth sold 107,335 iShares Core 1-5 Year USD Bond ETF shares in Q1 2019, an estimated $5.27M.
Tiller Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 4 quarters.
Tiller Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $5.63M in Q3 2018.
194 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2019.

Based on Tiller Private Wealth's 13F filing for Q1 2019, filed 30 Apr 2019.