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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

Other funds holding ILTB

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $433M AUM 33.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lloyd Advisory Services's ILTB Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2022, closing a stake of 2,482 shares — an estimated $159K sold.

Lloyd Advisory Services first reported a position in ILTB in Q4 2019 and held it in 10 quarters. The position peaked at $176K in Q4 2021. 60 funds tracked by Wall St. Rank hold ILTB as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,482 iShares Core 10+ Year USD Bond ETF shares in Q2 2022, an estimated $159K.
  • Lloyd Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 10 quarters.
  • Lloyd Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $176K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.