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Windhaven Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Windhaven Investment Management’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
Q1 		$438M Buy
+8,878,987
New +$439M 5.62% 6

Other funds holding ISTB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Windhaven Investment Management's ISTB Position: Q1 2018 in Review

Windhaven Investment Management opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2018: 8,878,987 shares worth $438M. The stake represents 5.62% of the portfolio and ranks #6 among its holdings.

141 funds tracked by Wall St. Rank hold ISTB as of Q1 2018.

  • Windhaven Investment Management held 8,878,987 shares of iShares Core 1-5 Year USD Bond ETF worth $438M as of Q1 2018.
  • iShares Core 1-5 Year USD Bond ETF was a new Windhaven Investment Management position in Q1 2018.
  • iShares Core 1-5 Year USD Bond ETF made up 5.62% of Windhaven Investment Management's portfolio in Q1 2018, its #6 holding.
  • 141 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2018.

Based on Windhaven Investment Management's 13F filing for Q1 2018, filed 11 May 2018.