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

WealthShield’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
2017
Q4 		$8K Buy
+158
New +$7.9K ﹤0.01% 197

Other funds holding ISTB

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

WealthShield's ISTB Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2017: 158 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #197 among its holdings.

127 funds tracked by Wall St. Rank hold ISTB as of Q4 2017.

  • WealthShield held 158 shares of iShares Core 1-5 Year USD Bond ETF worth $8K as of Q4 2017.
  • iShares Core 1-5 Year USD Bond ETF was a new WealthShield position in Q4 2017.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #197 holding.
  • 127 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.