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Lloyd Advisory Services’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-2,482
Closed -$159K – 298
2022
Q1 		$159K Buy
2,482
+42
+2% +$2.8K 0.07% 116
2021
Q4 		$176K Buy
2,440
+313
+15% +$22.6K 0.08% 100
2021
Q3 		$152K Buy
2,127
+345
+19% +$25.3K 0.08% 103
2021
Q2 		$129K Buy
1,782
+274
+18% +$19.2K 0.07% 102
2021
Q1 		$103K Buy
1,508
+381
+34% +$27.3K 0.06% 101
2020
Q4 		$86K Buy
1,127
+221
+24% +$16.7K 0.05% 89
2020
Q3 		$68K Buy
906
+17
+2% +$1.31K 0.04% 91
2020
Q2 		$67K Sell
889
-35
-4% -$2.56K 0.04% 90
2020
Q1 		$66K Buy
924
+258
+39% +$18.2K 0.05% 80
2019
Q4 		$45K Buy
+666
New +$45.6K 0.04% 126

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TAIM
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SIAG
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SMM
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VCM
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Wells Fargo
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return