Placemark Investments’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Placemark Investments’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
2014 Q4	$245K	Buy	+3,879	New	+$241K	﹤0.01%	1482

Other funds holding ILTB

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Placemark Investments's ILTB Position: Q4 2014 in Review

Placemark Investments opened a new position in iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2014: 3,879 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings.

28 funds tracked by Wall St. Rank hold ILTB as of Q4 2014.

Placemark Investments held 3,879 shares of iShares Core 10+ Year USD Bond ETF worth $245K as of Q4 2014.
iShares Core 10+ Year USD Bond ETF was a new Placemark Investments position in Q4 2014.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1482 holding.
28 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.