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Cardan Capital Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Cardan Capital Partners’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
-119,535
Closed -$7.13M – 182
2018
Q3 		$7.13M Sell
119,535
-3,174
-3% -$191K 1.12% 22
2018
Q2 		$7.38M Buy
122,709
+2,196
+2% +$132K 1.21% 19
2018
Q1 		$7.45M Buy
120,513
+10,034
+9% +$623K 1.24% 19
2017
Q4 		$7.16M Buy
110,479
+4,096
+4% +$262K 1.35% 18
2017
Q3 		$6.79M Sell
106,383
-3,733
-3% -$238K 1.36% 18
2017
Q2 		$7M Buy
110,116
+4,289
+4% +$269K 1.36% 20
2017
Q1 		$6.52M Buy
105,827
+51,025
+93% +$3.12M 1.36% 20
2016
Q4 		$3.32M Buy
+54,802
New +$3.41M 0.74% 46
2016
Q2 		– Sell
-24,815
Closed -$1.55M – 106
2016
Q1 		$1.55M Buy
24,815
+1,930
+8% +$117K 0.39% 67
2015
Q4 		$1.34M Buy
+22,885
New +$1.36M 0.57% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
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

Cardan Capital Partners's ILTB Position: Q4 2018 in Review

Cardan Capital Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2018, closing a stake of 119,535 shares — an estimated $7.13M sold.

Cardan Capital Partners first reported a position in ILTB in Q4 2015 and held it in 10 quarters. The position peaked at $7.45M in Q1 2018. 44 funds tracked by Wall St. Rank hold ILTB as of Q4 2018.

  • Cardan Capital Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Cardan Capital Partners sold 119,535 iShares Core 10+ Year USD Bond ETF shares in Q4 2018, an estimated $7.13M.
  • Cardan Capital Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2015 and held it in 10 quarters.
  • Cardan Capital Partners's iShares Core 10+ Year USD Bond ETF position peaked at $7.45M in Q1 2018.
  • 44 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2018.

Based on Cardan Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.