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Truepoint Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Truepoint Inc’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
2018
Q4 		– Sell
-47,146
Closed -$2.31M – 107
2018
Q3 		$2.31M Buy
47,146
+36,990
+364% +$1.81M 0.2% 21
2018
Q2 		$498K Buy
10,156
+9,872
+3,476% +$484K 0.04% 60
2018
Q1 		$5.76K Sell
284
-5,199
-95% -$257K 0.04% 55
2017
Q4 		$273K Buy
+5,483
New +$274K 0.03% 80

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Truepoint Inc's ISTB Position: Q4 2018 in Review

Truepoint Inc sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2018, closing a stake of 47,146 shares — an estimated $2.31M sold.

Truepoint Inc first reported a position in ISTB in Q4 2017 and held it in 4 quarters. The position peaked at $2.31M in Q3 2018. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

  • Truepoint Inc reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Truepoint Inc sold 47,146 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $2.31M.
  • Truepoint Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 4 quarters.
  • Truepoint Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $2.31M in Q3 2018.
  • 177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on Truepoint Inc's 13F filing for Q4 2018, filed 13 Feb 2019.