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

Capital Asset 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
Q3 		– Sell
-1,301
Closed -$101K – 583
2020
Q2 		$101K Sell
1,301
-237
-15% -$17.4K 0.02% 366
2020
Q1 		$111K Sell
1,538
-643
-29% -$45.4K 0.03% 317
2019
Q4 		$155K Buy
+2,181
New +$149K 0.04% 360

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BC
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Susquehanna International Group
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Ameriprise
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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
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Capital Asset Advisory Services's ILTB Position: Q3 2020 in Review

Capital Asset Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2020, closing a stake of 1,301 shares — an estimated $101K sold.

Capital Asset Advisory Services first reported a position in ILTB in Q4 2019 and held it in 3 quarters. The position peaked at $155K in Q4 2019. 66 funds tracked by Wall St. Rank hold ILTB as of Q3 2020.

  • Capital Asset Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,301 iShares Core 10+ Year USD Bond ETF shares in Q3 2020, an estimated $101K.
  • Capital Asset Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 3 quarters.
  • Capital Asset Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $155K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2020.

Based on Capital Asset Advisory Services's 13F filing for Q3 2020, filed 18 Nov 2020.