MCC
ILTB icon

Money Concepts Capital’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-82
Closed -$4.18K – 1671
2022
Q4 		$4.18K Buy
+82
New +$4.16K ﹤0.01% 2424
2022
Q2 		– Sell
-132
Closed -$8K – 2026
2022
Q1 		$8K Buy
+132
New +$8.79K ﹤0.01% 2031
2021
Q1 		– Sell
-21,340
Closed -$1.63M – 742
2020
Q4 		$1.63M Buy
+21,340
New +$1.61M 0.15% 141

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's ILTB Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2023, closing a stake of 82 shares — an estimated $4.18K sold.

Money Concepts Capital first reported a position in ILTB in Q4 2020 and held it in 3 quarters. The position peaked at $1.63M in Q4 2020. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 82 iShares Core 10+ Year USD Bond ETF shares in Q1 2023, an estimated $4.18K.
  • Money Concepts Capital first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2020 and held it in 3 quarters.
  • Money Concepts Capital's iShares Core 10+ Year USD Bond ETF position peaked at $1.63M in Q4 2020.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.