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Signet Financial Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Signet Financial 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
2018
Q4 		– Sell
-168
Closed -$10K – 513
2018
Q3 		$10K Hold
168
– – ﹤0.01% 633
2018
Q2 		$10K Buy
+168
New +$10.1K ﹤0.01% 626

Other funds holding ILTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signet Financial Management's ILTB Position: Q4 2018 in Review

Signet Financial Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2018, closing a stake of 168 shares — an estimated $10K sold.

Signet Financial Management first reported a position in ILTB in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 44 funds tracked by Wall St. Rank hold ILTB as of Q4 2018.

  • Signet Financial Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 168 iShares Core 10+ Year USD Bond ETF shares in Q4 2018, an estimated $10K.
  • Signet Financial Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2018 and held it in 2 quarters.
  • Signet Financial Management's iShares Core 10+ Year USD Bond ETF position peaked at $10K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.