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Paulson Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Paulson Wealth 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
2018
Q4 		– Sell
-11,520
Closed -$665K – 125
2018
Q3 		$665K Sell
11,520
-2,044
-15% -$123K 0.6% 49
2018
Q2 		$816K Sell
13,564
-615
-4% -$37K 0.81% 38
2018
Q1 		$877K Buy
14,179
+2,044
+17% +$127K 0.87% 33
2017
Q4 		$786K Buy
+12,135
New +$776K 0.69% 41

Other funds holding ILTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson Wealth Management's ILTB Position: Q4 2018 in Review

Paulson Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2018, closing a stake of 11,520 shares — an estimated $665K sold.

Paulson Wealth Management first reported a position in ILTB in Q4 2017 and held it in 4 quarters. The position peaked at $877K in Q1 2018. 44 funds tracked by Wall St. Rank hold ILTB as of Q4 2018.

  • Paulson Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 11,520 iShares Core 10+ Year USD Bond ETF shares in Q4 2018, an estimated $665K.
  • Paulson Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2017 and held it in 4 quarters.
  • Paulson Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $877K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2018.

Based on Paulson Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.