IAA
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Independent Advisor Alliance’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-5,275
Closed -$359K – 622
2019
Q4 		$359K Buy
+5,275
New +$362K 0.02% 626

Other funds holding ILTB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Advisor Alliance's ILTB Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2020, closing a stake of 5,275 shares — an estimated $359K sold.

Independent Advisor Alliance first reported a position in ILTB in Q4 2019 and held it in 1 quarter. The position peaked at $359K in Q4 2019. 61 funds tracked by Wall St. Rank hold ILTB as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,275 iShares Core 10+ Year USD Bond ETF shares in Q1 2020, an estimated $359K.
  • Independent Advisor Alliance first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares Core 10+ Year USD Bond ETF position peaked at $359K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.