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Fulcrum Equity Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Fulcrum Equity Management’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
Q2 		– Sell
-5,887
Closed -$369K – 101
2019
Q1 		$369K Buy
5,887
+15
+0.3% +$905 0.13% 56
2018
Q4 		$347K Buy
+5,872
New +$340K 0.13% 36

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Fulcrum Equity Management's ILTB Position: Q2 2019 in Review

Fulcrum Equity Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2019, closing a stake of 5,887 shares — an estimated $369K sold.

Fulcrum Equity Management first reported a position in ILTB in Q4 2018 and held it in 2 quarters. The position peaked at $369K in Q1 2019. 44 funds tracked by Wall St. Rank hold ILTB as of Q2 2019.

  • Fulcrum Equity Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,887 iShares Core 10+ Year USD Bond ETF shares in Q2 2019, an estimated $369K.
  • Fulcrum Equity Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2018 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares Core 10+ Year USD Bond ETF position peaked at $369K in Q1 2019.
  • 44 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2019.

Based on Fulcrum Equity Management's 13F filing for Q2 2019, filed 12 Aug 2019.