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HL Financial Services’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

HL Financial Services’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$230K Hold
4,666
– – ﹤0.01% 677
2018
Q4 		$224K Buy
+4,666
New +$221K ﹤0.01% 661

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

HL Financial Services's IMTB Position: Q1 2019 in Review

HL Financial Services held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2019 at 4,666 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

HL Financial Services first reported a position in IMTB in Q4 2018 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold IMTB as of Q1 2019.

  • HL Financial Services held 4,666 shares of iShares Core 5-10 Year USD Bond ETF worth $230K as of Q1 2019.
  • HL Financial Services left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2019.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #677 holding.
  • HL Financial Services first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.