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

Provident 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
2021 Q1	–	Sell	-46,351	Closed	-$3.54M	–	71
2020 Q4	$3.54M	Buy	46,351 +6,848	+17%	+$517K	4.11%	5
2020 Q3	$2.98M	Buy	39,503 +5,753	+17%	+$442K	3.46%	8
2020 Q2	$2.53M	Buy	33,750 +6,239	+23%	+$457K	2.79%	9
2020 Q1	$1.96M	Sell	27,511 -6,833	-20%	-$482K	2.39%	10
2019 Q4	$2.34M	Buy	+34,344	New	+$2.35M	2.09%	13

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Provident Wealth Management's ILTB Position: Q1 2021 in Review

Provident Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2021, closing a stake of 46,351 shares — an estimated $3.54M sold.

Provident Wealth Management first reported a position in ILTB in Q4 2019 and held it in 5 quarters. The position peaked at $3.54M in Q4 2020. 74 funds tracked by Wall St. Rank hold ILTB as of Q1 2021.

Provident Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Provident Wealth Management sold 46,351 iShares Core 10+ Year USD Bond ETF shares in Q1 2021, an estimated $3.54M.
Provident Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 5 quarters.
Provident Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $3.54M in Q4 2020.
74 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2021.

Based on Provident Wealth Management's 13F filing for Q1 2021, filed 16 Apr 2021.