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Outlook Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Outlook Wealth Advisors’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
Q2 		– Sell
-8,020
Closed -$550K – 219
2021
Q1 		$550K Buy
8,020
+125
+2% +$8.96K 0.19% 133
2020
Q4 		$603K Sell
7,895
-125
-2% -$9.45K 0.22% 111
2020
Q3 		$606K Sell
8,020
-465
-5% -$35.7K 0.24% 93
2020
Q2 		$636K Sell
8,485
-280
-3% -$20.5K 0.27% 81
2020
Q1 		$624K Buy
+8,765
New +$619K 0.35% 62

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Outlook Wealth Advisors's ILTB Position: Q2 2021 in Review

Outlook Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2021, closing a stake of 8,020 shares — an estimated $550K sold.

Outlook Wealth Advisors first reported a position in ILTB in Q1 2020 and held it in 5 quarters. The position peaked at $636K in Q2 2020. 68 funds tracked by Wall St. Rank hold ILTB as of Q2 2021.

  • Outlook Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,020 iShares Core 10+ Year USD Bond ETF shares in Q2 2021, an estimated $550K.
  • Outlook Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and held it in 5 quarters.
  • Outlook Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $636K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2021.

Based on Outlook Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.