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AJ Wealth Strategies’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

AJ Wealth Strategies’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
2021
Q1 		– Sell
-5,581
Closed -$427K – 263
2020
Q4 		$427K Hold
5,581
– – 0.04% 156
2020
Q3 		$421K Hold
5,581
– – 0.04% 142
2020
Q2 		$418K Buy
+5,581
New +$409K 0.05% 136
2020
Q1 		– Sell
-36,937
Closed -$2.52M – 185
2019
Q4 		$2.52M Buy
36,937
+517
+1% +$35.4K 0.29% 33
2019
Q3 		$2.53M Buy
+36,420
New +$2.48M 0.33% 31

Other funds holding ILTB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

AJ Wealth Strategies's ILTB Position: Q1 2021 in Review

AJ Wealth Strategies sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2021, closing a stake of 5,581 shares — an estimated $427K sold.

AJ Wealth Strategies first reported a position in ILTB in Q3 2019 and held it in 5 quarters. The position peaked at $2.53M in Q3 2019. 74 funds tracked by Wall St. Rank hold ILTB as of Q1 2021.

  • AJ Wealth Strategies reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 5,581 iShares Core 10+ Year USD Bond ETF shares in Q1 2021, an estimated $427K.
  • AJ Wealth Strategies first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and held it in 5 quarters.
  • AJ Wealth Strategies's iShares Core 10+ Year USD Bond ETF position peaked at $2.53M in Q3 2019.
  • 74 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2021.

Based on AJ Wealth Strategies's 13F filing for Q1 2021, filed 6 May 2021.