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

WealthTrust-Arizona’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	$133K	Sell	2,712 -554	-17%	-$27K	0.08%	80
2018 Q3	$160K	Sell	3,266 -48	-1%	-$2.35K	0.08%	78
2018 Q2	$163K	Sell	3,314 -16	-0.5%	-$785	0.08%	69
2018 Q1	$164K	Buy	+3,330	New	+$165K	0.09%	71

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

WealthTrust-Arizona's ISTB Position: Q4 2018 in Review

WealthTrust-Arizona reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 17% in Q4 2018, selling an estimated $27K and leaving 2,712 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #80.

WealthTrust-Arizona first reported a position in ISTB in Q1 2018 and has held it in 4 quarters since. The position peaked at $164K in Q1 2018. 177 funds tracked by Wall St. Rank hold ISTB as of Q4 2018.

WealthTrust-Arizona held 2,712 shares of iShares Core 1-5 Year USD Bond ETF worth $133K as of Q4 2018.
WealthTrust-Arizona sold 554 iShares Core 1-5 Year USD Bond ETF shares in Q4 2018, an estimated $27K.
iShares Core 1-5 Year USD Bond ETF made up 0.08% of WealthTrust-Arizona's portfolio in Q4 2018, its #80 holding.
WealthTrust-Arizona first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and has held it in 4 quarters since.
WealthTrust-Arizona's iShares Core 1-5 Year USD Bond ETF position peaked at $164K in Q1 2018.
177 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.