Vantage Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Vantage Investment Advisors’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 Q3	$29K	Sell	601 -32	-5%	-$1.57K	0.01%	365
2018 Q2	$31K	Buy	+633	New	+$31.1K	0.01%	340
2017 Q1	–	Sell	-1,738	Closed	-$87K	–	788
2016 Q4	$87K	Buy	+1,738	New	+$87.2K	0.04%	182
2016 Q3	–	Sell	-304	Closed	-$15K	–	804
2016 Q2	$15K	Sell	304 -254	-46%	-$12.8K	0.01%	458
2016 Q1	$28K	Buy	558 +160	+40%	+$7.97K	0.01%	341
2015 Q4	$20K	Buy	398 +40	+11%	+$2K	0.01%	385
2015 Q3	$18K	Buy	358 +168	+88%	+$8.42K	0.01%	393
2015 Q2	$10K	Buy	+190	New	+$9.56K	0.01%	478
2014 Q4	–	Sell	-5,800	Closed	-$290K	–	787
2014 Q3	$290K	Hold	5,800	–	–	0.18%	84
2014 Q2	$292K	Hold	5,800	–	–	0.18%	84
2014 Q1	$291K	Hold	5,800	–	–	0.19%	76
2013 Q4	$290K	Buy	+5,800	New	+$291K	0.2%	81

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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

LTFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Vantage Investment Advisors's ISTB Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.1% in Q3 2018, selling an estimated $1.57K and leaving 601 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #365.

Vantage Investment Advisors first reported a position in ISTB in Q4 2013 and has held it in 12 quarters since. The position peaked at $292K in Q2 2014. 157 funds tracked by Wall St. Rank hold ISTB as of Q3 2018.

Vantage Investment Advisors held 601 shares of iShares Core 1-5 Year USD Bond ETF worth $29K as of Q3 2018.
Vantage Investment Advisors sold 32 iShares Core 1-5 Year USD Bond ETF shares in Q3 2018, an estimated $1.57K.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #365 holding.
Vantage Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2013 and has held it in 12 quarters since.
Vantage Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $292K in Q2 2014.
157 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.