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Reilly Financial Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Reilly Financial 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
Q3 		– Sell
-109
Closed -$8K – 979
2021
Q2 		$8K Hold
109
– – ﹤0.01% 731
2021
Q1 		$7K Hold
109
– – ﹤0.01% 754
2020
Q4 		$8K Hold
109
– – ﹤0.01% 659
2020
Q3 		$8K Buy
+109
New +$8.38K ﹤0.01% 606

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
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 $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's ILTB Position: Q3 2021 in Review

Reilly Financial Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2021, closing a stake of 109 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in ILTB in Q3 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 70 funds tracked by Wall St. Rank hold ILTB as of Q3 2021.

  • Reilly Financial Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 109 iShares Core 10+ Year USD Bond ETF shares in Q3 2021, an estimated $8K.
  • Reilly Financial Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2020 and held it in 4 quarters.
  • Reilly Financial Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $8K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.