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

WealthOne’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
-275
Closed -$13K – 302
2018
Q4 		$13K Buy
+275
New +$13.4K 0.01% 342

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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

WealthOne's ISTB Position: Q1 2019 in Review

WealthOne sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2019, closing a stake of 275 shares — an estimated $13K sold.

WealthOne first reported a position in ISTB in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 194 funds tracked by Wall St. Rank hold ISTB as of Q1 2019.

  • WealthOne reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 275 iShares Core 1-5 Year USD Bond ETF shares in Q1 2019, an estimated $13K.
  • WealthOne first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares Core 1-5 Year USD Bond ETF position peaked at $13K in Q4 2018.
  • 194 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.