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

Wintrust Investments’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
Q3 		– Sell
-4,584
Closed -$230K – 291
2017
Q2 		$230K Sell
4,584
-13,787
-75% -$693K 0.06% 264
2017
Q1 		$921K Buy
18,371
+3,139
+21% +$157K 0.26% 89
2016
Q4 		$762K Buy
15,232
+7,845
+106% +$394K 0.32% 56
2016
Q3 		$374K Buy
+7,387
New +$374K 0.17% 113

Other funds holding ISTB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wintrust Investments's ISTB Position: Q3 2017 in Review

Wintrust Investments sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2017, closing a stake of 4,584 shares — an estimated $230K sold.

Wintrust Investments first reported a position in ISTB in Q3 2016 and held it in 4 quarters. The position peaked at $921K in Q1 2017. 103 funds tracked by Wall St. Rank hold ISTB as of Q3 2017.

  • Wintrust Investments reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Wintrust Investments sold 4,584 iShares Core 1-5 Year USD Bond ETF shares in Q3 2017, an estimated $230K.
  • Wintrust Investments first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2016 and held it in 4 quarters.
  • Wintrust Investments's iShares Core 1-5 Year USD Bond ETF position peaked at $921K in Q1 2017.
  • 103 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2017.

Based on Wintrust Investments's 13F filing for Q3 2017, filed 7 Nov 2017.