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

SeaCrest 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
2022 Q3	–	Sell	-1,701	Closed	-$95K	–	1039
2022 Q2	$95K	Buy	+1,701	New	+$97.9K	0.01%	879
2019 Q2	–	Sell	-1,876	Closed	-$118K	–	1143
2019 Q1	$118K	Hold	1,876	–	–	0.02%	636
2018 Q4	$111K	Sell	1,876 -25	-1%	-$1.45K	0.02%	625
2018 Q3	$113K	Sell	1,901 -400	-17%	-$24.1K	0.02%	704
2018 Q2	$138K	Hold	2,301	–	–	0.02%	617
2018 Q1	$142K	Sell	2,301 -280	-11%	-$17.4K	0.03%	595
2017 Q4	$167K	Buy	+2,581	New	+$165K	0.03%	554

Other funds holding ILTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

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

IWN

Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

SeaCrest Wealth Management's ILTB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2022, closing a stake of 1,701 shares — an estimated $95K sold.

SeaCrest Wealth Management first reported a position in ILTB in Q4 2017 and held it in 7 quarters. The position peaked at $167K in Q4 2017. 58 funds tracked by Wall St. Rank hold ILTB as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,701 iShares Core 10+ Year USD Bond ETF shares in Q3 2022, an estimated $95K.
SeaCrest Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $167K in Q4 2017.
58 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.