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Lloyd Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Lloyd Advisory Services’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,532
Closed -$347K – 334
2019
Q4 		$347K Buy
+7,532
New +$330K 0.32% 47

Other funds holding ILCB

EH
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lloyd Advisory Services's ILCB Position: Q1 2020 in Review

Lloyd Advisory Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2020, closing a stake of 7,532 shares — an estimated $347K sold.

Lloyd Advisory Services first reported a position in ILCB in Q4 2019 and held it in 1 quarter. The position peaked at $347K in Q4 2019. 110 funds tracked by Wall St. Rank hold ILCB as of Q1 2020.

  • Lloyd Advisory Services reported no remaining iShares Morningstar US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 7,532 iShares Morningstar US Equity ETF shares in Q1 2020, an estimated $347K.
  • Lloyd Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Morningstar US Equity ETF position peaked at $347K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.