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Annex Advisory Services’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Annex Advisory Services’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
2018
Q4 		– Sell
-6,945
Closed -$414K – 134
2018
Q3 		$414K Buy
+6,945
New +$418K 0.06% 87

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TAIM
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Wells Fargo
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QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AG
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annex Advisory Services's ILTB Position: Q4 2018 in Review

Annex Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2018, closing a stake of 6,945 shares — an estimated $414K sold.

Annex Advisory Services first reported a position in ILTB in Q3 2018 and held it in 1 quarter. The position peaked at $414K in Q3 2018. 44 funds tracked by Wall St. Rank hold ILTB as of Q4 2018.

  • Annex Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Annex Advisory Services sold 6,945 iShares Core 10+ Year USD Bond ETF shares in Q4 2018, an estimated $414K.
  • Annex Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2018 and held it in 1 quarter.
  • Annex Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $414K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2018.

Based on Annex Advisory Services's 13F filing for Q4 2018, filed 12 Feb 2019.