IC
ILTB icon

Inscription Capital’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Inscription Capital’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
2021
Q1 		– Sell
-8,467
Closed -$647K – 196
2020
Q4 		$647K Sell
8,467
-2,384
-22% -$180K 0.25% 84
2020
Q3 		$819K Sell
10,851
-1,860
-15% -$143K 0.36% 72
2020
Q2 		$953K Sell
12,711
-425
-3% -$31.1K 0.53% 55
2020
Q1 		$936K Buy
13,136
+50
+0.4% +$3.53K 0.62% 46
2019
Q4 		$891K Buy
+13,086
New +$897K 0.39% 67

Other funds holding ILTB

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $433M AUM 33.48% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Inscription Capital's ILTB Position: Q1 2021 in Review

Inscription Capital sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2021, closing a stake of 8,467 shares — an estimated $647K sold.

Inscription Capital first reported a position in ILTB in Q4 2019 and held it in 5 quarters. The position peaked at $953K in Q2 2020. 74 funds tracked by Wall St. Rank hold ILTB as of Q1 2021.

  • Inscription Capital reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Inscription Capital sold 8,467 iShares Core 10+ Year USD Bond ETF shares in Q1 2021, an estimated $647K.
  • Inscription Capital first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 5 quarters.
  • Inscription Capital's iShares Core 10+ Year USD Bond ETF position peaked at $953K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2021.

Based on Inscription Capital's 13F filing for Q1 2021, filed 18 May 2021.