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

JOYN 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
2018
Q3 		– Sell
-81
Closed -$5K – 1810
2018
Q2 		$5K Buy
+81
New +$4.88K ﹤0.01% 1129

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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

JOYN Advisors's ILTB Position: Q3 2018 in Review

JOYN Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2018, closing a stake of 81 shares — an estimated $5K sold.

JOYN Advisors first reported a position in ILTB in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 42 funds tracked by Wall St. Rank hold ILTB as of Q3 2018.

  • JOYN Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 81 iShares Core 10+ Year USD Bond ETF shares in Q3 2018, an estimated $5K.
  • JOYN Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $5K in Q2 2018.
  • 42 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.