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Capital Wealth Planning’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-2,025
Closed -$221K – 263
2019
Q1 		$221K Hold
2,025
– – 0.14% 58
2018
Q4 		$216K Hold
2,025
– – 0.14% 59
2018
Q3 		$214K Hold
2,025
– – 0.15% 59
2018
Q2 		$215K Hold
2,025
– – 0.15% 64
2018
Q1 		$217K Buy
+2,025
New +$126K 0.15% 65
2017
Q4 		– Sell
-2,025
Closed -$222K – 133
2017
Q3 		$222K Buy
+2,025
New +$129K 0.17% 62

Other funds holding ILTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Capital Wealth Planning's ILTB Position: Q2 2019 in Review

Capital Wealth Planning sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2019, closing a stake of 2,025 shares — an estimated $221K sold.

Capital Wealth Planning first reported a position in ILTB in Q3 2017 and held it in 6 quarters. The position peaked at $222K in Q3 2017. 44 funds tracked by Wall St. Rank hold ILTB as of Q2 2019.

  • Capital Wealth Planning reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 2,025 iShares Core 10+ Year USD Bond ETF shares in Q2 2019, an estimated $221K.
  • Capital Wealth Planning first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2017 and held it in 6 quarters.
  • Capital Wealth Planning's iShares Core 10+ Year USD Bond ETF position peaked at $222K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2019.

Based on Capital Wealth Planning's 13F filing for Q2 2019, filed 2 Aug 2019.