MKD Wealth Coaches’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

MKD Wealth Coaches’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
2020 Q4	–	Sell	-5,395	Closed	-$407K	–	31
2020 Q3	$407K	Sell	5,395 -3,672	-40%	-$282K	0.58%	22
2020 Q2	$680K	Sell	9,067 -78	-0.9%	-$5.71K	0.86%	15
2020 Q1	$651K	Buy	9,145 +536	+6%	+$37.8K	0.87%	19
2019 Q4	$586K	Sell	8,609 -67	-0.8%	-$4.59K	0.5%	35
2019 Q3	$602K	Sell	8,676 -85	-1%	-$5.78K	0.63%	30
2019 Q2	$578K	Buy	8,761 +463	+6%	+$29.2K	0.52%	31
2019 Q1	$520K	Buy	8,298 +353	+4%	+$21.3K	0.53%	28
2018 Q4	$469K	Buy	+7,945	New	+$461K	0.56%	35

Other funds holding ILTB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

MKD Wealth Coaches's ILTB Position: Q4 2020 in Review

MKD Wealth Coaches sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2020, closing a stake of 5,395 shares — an estimated $407K sold.

MKD Wealth Coaches first reported a position in ILTB in Q4 2018 and held it in 8 quarters. The position peaked at $680K in Q2 2020. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2020.

MKD Wealth Coaches reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 5,395 iShares Core 10+ Year USD Bond ETF shares in Q4 2020, an estimated $407K.
MKD Wealth Coaches first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's iShares Core 10+ Year USD Bond ETF position peaked at $680K in Q2 2020.
75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.