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

Capital Investment 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
2019
Q4 		– Sell
-58
Closed -$4K – 897
2019
Q3 		$4K Hold
58
– – ﹤0.01% 1170
2019
Q2 		$4K Hold
58
– – ﹤0.01% 1176
2019
Q1 		$4K Hold
58
– – ﹤0.01% 1009
2018
Q4 		$3K Buy
+58
New +$3.36K ﹤0.01% 1006

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TAIM
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Jane Street
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VCM
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Wells Fargo
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
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

Capital Investment Advisory Services's ILTB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2019, closing a stake of 58 shares — an estimated $4K sold.

Capital Investment Advisory Services first reported a position in ILTB in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 64 funds tracked by Wall St. Rank hold ILTB as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 58 iShares Core 10+ Year USD Bond ETF shares in Q4 2019, an estimated $4K.
  • Capital Investment Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $4K in Q3 2019.
  • 64 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.