Advisor Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Advisor Group’s Portfolio ILTB Stock Details ILTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.92M	Buy	42,933 +14,150	+49%	+$970K	0.02%	634
2019 Q3	$2M	Buy	28,783 +14,890	+107%	+$1.01M	0.01%	764
2019 Q2	$916K	Sell	13,893 -47,687	-77%	-$3.01M	0.01%	1163
2019 Q1	$3.86M	Buy	61,580 +20,937	+52%	+$1.26M	0.03%	456
2018 Q4	$2.4M	Buy	40,643 +11,407	+39%	+$661K	0.02%	563
2018 Q3	$1.74M	Buy	29,236 +27,142	+1,296%	+$1.63M	0.02%	706
2018 Q2	$126K	Buy	2,094 +223	+12%	+$13.4K	﹤0.01%	2338
2018 Q1	$115K	Buy	1,871 +997	+114%	+$61.9K	﹤0.01%	2452
2017 Q4	$56K	Buy	874 +774	+774%	+$49.5K	﹤0.01%	2999
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	4199
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	4174
2017 Q1	$6K	Sell	100 -393	-80%	-$24K	﹤0.01%	4034
2016 Q4	$30K	Sell	493 -807	-62%	-$50.2K	﹤0.01%	2973
2016 Q3	$87K	Sell	1,300 -100	-7%	-$6.68K	﹤0.01%	2100
2016 Q2	$92K	Buy	+1,400	New	+$89.2K	﹤0.01%	1985

Other funds holding ILTB

SMM

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Advisor Group's ILTB Position: Q4 2019 in Review

Advisor Group increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 49% in Q4 2019, buying an estimated $970K and bringing the position to 42,933 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #634.

Advisor Group first reported a position in ILTB in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.86M in Q1 2019. 64 funds tracked by Wall St. Rank hold ILTB as of Q4 2019.

Advisor Group held 42,933 shares of iShares Core 10+ Year USD Bond ETF worth $2.92M as of Q4 2019.
Advisor Group bought 14,150 iShares Core 10+ Year USD Bond ETF shares in Q4 2019, an estimated $970K.
iShares Core 10+ Year USD Bond ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #634 holding.
Advisor Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares Core 10+ Year USD Bond ETF position peaked at $3.86M in Q1 2019.
64 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.