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Founders Financial Securities’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Founders Financial Securities’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
2015
Q2 		– Sell
-4,746
Closed -$309K – 75
2015
Q1 		$309K Buy
4,746
+269
+6% +$17.5K 0.16% 47
2014
Q4 		$284K Buy
+4,477
New +$279K 0.17% 48

Other funds holding ILTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Financial Securities's ILTB Position: Q2 2015 in Review

Founders Financial Securities sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2015, closing a stake of 4,746 shares — an estimated $309K sold.

Founders Financial Securities first reported a position in ILTB in Q4 2014 and held it in 2 quarters. The position peaked at $309K in Q1 2015. 28 funds tracked by Wall St. Rank hold ILTB as of Q2 2015.

  • Founders Financial Securities reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Founders Financial Securities sold 4,746 iShares Core 10+ Year USD Bond ETF shares in Q2 2015, an estimated $309K.
  • Founders Financial Securities first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2014 and held it in 2 quarters.
  • Founders Financial Securities's iShares Core 10+ Year USD Bond ETF position peaked at $309K in Q1 2015.
  • 28 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2015.

Based on Founders Financial Securities's 13F filing for Q2 2015, filed 7 Jul 2015.