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Rowland Carmichael Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Rowland Carmichael 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
2020
Q4 		$22K Hold
290
– – 0.01% 337
2020
Q3 		$22K Buy
+290
New +$22.3K 0.01% 313

Other funds holding ILTB

Ameriprise
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rowland Carmichael Advisors's ILTB Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q4 2020 at 290 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #337.

Rowland Carmichael Advisors first reported a position in ILTB in Q3 2020 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2020.

  • Rowland Carmichael Advisors held 290 shares of iShares Core 10+ Year USD Bond ETF worth $22K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q4 2020.
  • iShares Core 10+ Year USD Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #337 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2020 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.