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

Avantax 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
2020
Q4 		– Sell
-4,522
Closed -$338K – 1134
2020
Q3 		$338K Buy
+4,522
New +$348K 0.01% 967

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SMM
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BC
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's ILTB Position: Q4 2020 in Review

Avantax Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2020, closing a stake of 4,522 shares — an estimated $338K sold.

Avantax Advisory Services first reported a position in ILTB in Q3 2020 and held it in 1 quarter. The position peaked at $338K in Q3 2020. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2020.

  • Avantax Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 4,522 iShares Core 10+ Year USD Bond ETF shares in Q4 2020, an estimated $338K.
  • Avantax Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $338K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.