TCM
ISTB icon

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

Towercrest Capital 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
2015
Q2 		– Sell
-9,086
Closed -$386K – 23
2015
Q1 		$386K Buy
9,086
+1,762
+24% +$88.5K 0.4% 20
2014
Q4 		$367K Buy
+7,324
New +$367K 0.43% 20

Other funds holding ISTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Towercrest Capital Management's ISTB Position: Q2 2015 in Review

Towercrest Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2015, closing a stake of 9,086 shares — an estimated $386K sold.

Towercrest Capital Management first reported a position in ISTB in Q4 2014 and held it in 2 quarters. The position peaked at $386K in Q1 2015. 44 funds tracked by Wall St. Rank hold ISTB as of Q2 2015.

  • Towercrest Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Towercrest Capital Management sold 9,086 iShares Core 1-5 Year USD Bond ETF shares in Q2 2015, an estimated $386K.
  • Towercrest Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2014 and held it in 2 quarters.
  • Towercrest Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $386K in Q1 2015.
  • 44 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2015.

Based on Towercrest Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.