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

WFG 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
2017 Q2	$22K	Buy	442 +78	+21%	+$3.92K	0.01%	923
2017 Q1	$18K	Sell	364 -100	-22%	-$5.01K	﹤0.01%	909
2016 Q4	$23K	Hold	464	–	–	0.01%	901
2016 Q3	$24K	Buy	464 +52	+13%	+$2.63K	0.01%	905
2016 Q2	$21K	Sell	412 -20	-5%	-$1.01K	0.01%	904
2016 Q1	$22K	Sell	432 -58	-12%	-$2.89K	0.01%	863
2015 Q4	$24K	Buy	490 +6	+1%	+$300	0.01%	843
2015 Q3	$24K	Buy	484 +76	+19%	+$3.81K	0.01%	840
2015 Q2	$20K	Sell	408 -6	-1%	-$302	0.01%	976
2015 Q1	$21K	Buy	414 +34	+9%	+$1.71K	0.01%	970
2014 Q4	$19K	Buy	380 +354	+1,362%	+$17.8K	﹤0.01%	1239
2014 Q3	$1K	Buy	+26	New	+$1.3K	﹤0.01%	1980

Other funds holding ISTB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

WFG Advisors's ISTB Position: Q2 2017 in Review

WFG Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 21% in Q2 2017, buying an estimated $3.92K and bringing the position to 442 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #923.

WFG Advisors first reported a position in ISTB in Q3 2014 and has held it in 12 quarters since. The position peaked at $24K in Q3 2016. 103 funds tracked by Wall St. Rank hold ISTB as of Q2 2017.

WFG Advisors held 442 shares of iShares Core 1-5 Year USD Bond ETF worth $22K as of Q2 2017.
WFG Advisors bought 78 iShares Core 1-5 Year USD Bond ETF shares in Q2 2017, an estimated $3.92K.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #923 holding.
WFG Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $24K in Q3 2016.
103 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.