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Cary Street Partners Investment Advisory’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Cary Street Partners Investment Advisory’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
-152
Closed -$11K – 597
2020
Q3 		$11K Buy
+152
New +$11.7K ﹤0.01% 748

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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

Cary Street Partners Investment Advisory's ILTB Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2020, closing a stake of 152 shares — an estimated $11K sold.

Cary Street Partners Investment Advisory first reported a position in ILTB in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 152 iShares Core 10+ Year USD Bond ETF shares in Q4 2020, an estimated $11K.
  • Cary Street Partners Investment Advisory first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares Core 10+ Year USD Bond ETF position peaked at $11K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.