LVZ Inc’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

LVZ Inc’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
2017 Q3	–	Sell	-3,364	Closed	-$214K	–	70
2017 Q2	$214K	Buy	+3,364	New	+$211K	1.92%	30
2017 Q1	–	Sell	-3,416	Closed	-$207K	–	40
2016 Q4	$207K	Buy	+3,416	New	+$213K	1.98%	29
2016 Q3	–	Sell	-3,503	Closed	-$234K	–	34
2016 Q2	$234K	Buy	+3,503	New	+$223K	2.55%	20

Other funds holding ILTB

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LVZ Inc's ILTB Position: Q3 2017 in Review

LVZ Inc sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2017, closing a stake of 3,364 shares — an estimated $214K sold.

LVZ Inc first reported a position in ILTB in Q2 2016 and held it in 3 quarters. The position peaked at $234K in Q2 2016. 32 funds tracked by Wall St. Rank hold ILTB as of Q3 2017.

LVZ Inc reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2017 after selling out during the quarter.
LVZ Inc sold 3,364 iShares Core 10+ Year USD Bond ETF shares in Q3 2017, an estimated $214K.
LVZ Inc first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2016 and held it in 3 quarters.
LVZ Inc's iShares Core 10+ Year USD Bond ETF position peaked at $234K in Q2 2016.
32 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2017.

Based on LVZ Inc's 13F filing for Q3 2017, filed 2 Nov 2017.