DBT
ITOT icon

Dubuque Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Dubuque Bank & Trust’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-80
Closed -$5K – 748
2017
Q4 		$5K Buy
+80
New +$4.77K ﹤0.01% 572

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dubuque Bank & Trust's ITOT Position: Q1 2018 in Review

Dubuque Bank & Trust sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2018, closing a stake of 80 shares — an estimated $5K sold.

Dubuque Bank & Trust first reported a position in ITOT in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 375 funds tracked by Wall St. Rank hold ITOT as of Q1 2018.

  • Dubuque Bank & Trust reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2018 after selling out during the quarter.
  • Dubuque Bank & Trust sold 80 iShares Core S&P Total US Stock Market ETF shares in Q1 2018, an estimated $5K.
  • Dubuque Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 1 quarter.
  • Dubuque Bank & Trust's iShares Core S&P Total US Stock Market ETF position peaked at $5K in Q4 2017.
  • 375 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2018.

Based on Dubuque Bank & Trust's 13F filing for Q1 2018, filed 10 May 2018.