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JFS Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

JFS Wealth Advisors’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
Q4 		– Sell
-18
Closed -$1K – 531
2019
Q3 		$1K Buy
+18
New +$1.22K ﹤0.01% 478

Other funds holding ILTB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JFS Wealth Advisors's ILTB Position: Q4 2019 in Review

JFS Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2019, closing a stake of 18 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in ILTB in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 64 funds tracked by Wall St. Rank hold ILTB as of Q4 2019.

  • JFS Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 18 iShares Core 10+ Year USD Bond ETF shares in Q4 2019, an estimated $1K.
  • JFS Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1K in Q3 2019.
  • 64 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.