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Mid Atlantic Financial Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		– Sell
-5,513
Closed -$398K – 939
2021
Q2 		$398K Sell
5,513
-672
-11% -$47.2K 0.03% 554
2021
Q1 		$424K Buy
+6,185
New +$443K 0.03% 489

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SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $362M AUM 20.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's ILTB Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2021, closing a stake of 5,513 shares — an estimated $398K sold.

Mid Atlantic Financial Management first reported a position in ILTB in Q1 2021 and held it in 2 quarters. The position peaked at $424K in Q1 2021. 70 funds tracked by Wall St. Rank hold ILTB as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 5,513 iShares Core 10+ Year USD Bond ETF shares in Q3 2021, an estimated $398K.
  • Mid Atlantic Financial Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2021 and held it in 2 quarters.
  • Mid Atlantic Financial Management's iShares Core 10+ Year USD Bond ETF position peaked at $424K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.