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

First Allied 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	-519	Closed	-$36K	–	1391
2019 Q3	$36K	Buy	+519	New	+$35.3K	﹤0.01%	1401
2018 Q1	–	Sell	-5,862	Closed	-$380K	–	1310
2017 Q4	$380K	Buy	5,862 +1,624	+38%	+$104K	0.02%	769
2017 Q3	$271K	Buy	+4,238	New	+$270K	0.01%	856

Other funds holding ILTB

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

First Allied Advisory Services's ILTB Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2019, closing a stake of 519 shares — an estimated $36K sold.

First Allied Advisory Services first reported a position in ILTB in Q3 2017 and held it in 3 quarters. The position peaked at $380K in Q4 2017. 64 funds tracked by Wall St. Rank hold ILTB as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 519 iShares Core 10+ Year USD Bond ETF shares in Q4 2019, an estimated $36K.
First Allied Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2017 and held it in 3 quarters.
First Allied Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $380K in Q4 2017.
64 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.