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Yorktown Management & Research Company’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Yorktown Management & Research Company’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
2016
Q3 		– Sell
-4,000
Closed -$203K – 308
2016
Q2 		$203K Sell
4,000
-3,000
-43% -$151K 0.05% 277
2016
Q1 		$352K Buy
+7,000
New +$349K 0.07% 162

Other funds holding ISTB

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FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SFA
Stewardship Financial Advisors Stockbridge, Georgia $288M AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yorktown Management & Research Company's ISTB Position: Q3 2016 in Review

Yorktown Management & Research Company sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2016, closing a stake of 4,000 shares — an estimated $203K sold.

Yorktown Management & Research Company first reported a position in ISTB in Q1 2016 and held it in 2 quarters. The position peaked at $352K in Q1 2016. 86 funds tracked by Wall St. Rank hold ISTB as of Q3 2016.

  • Yorktown Management & Research Company reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,000 iShares Core 1-5 Year USD Bond ETF shares in Q3 2016, an estimated $203K.
  • Yorktown Management & Research Company first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2016 and held it in 2 quarters.
  • Yorktown Management & Research Company's iShares Core 1-5 Year USD Bond ETF position peaked at $352K in Q1 2016.
  • 86 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2016.

Based on Yorktown Management & Research Company's 13F filing for Q3 2016, filed 31 Oct 2016.