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

Wealthfront’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
Q4 		– Sell
-206
Closed -$10K – 653
2015
Q3 		$10K Buy
+206
New +$10.3K ﹤0.01% 959

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront's ISTB Position: Q4 2015 in Review

Wealthfront sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2015, closing a stake of 206 shares — an estimated $10K sold.

Wealthfront first reported a position in ISTB in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 64 funds tracked by Wall St. Rank hold ISTB as of Q4 2015.

  • Wealthfront reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 206 iShares Core 1-5 Year USD Bond ETF shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's iShares Core 1-5 Year USD Bond ETF position peaked at $10K in Q3 2015.
  • 64 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.