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Sound Financial Strategies Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-49,863
Closed -$3.77M – 98
2020
Q3 		$3.77M Sell
49,863
-335
-0.7% -$25.8K 2.39% 6
2020
Q2 		$3.76M Buy
50,198
+559
+1% +$40.9K 2.44% 6
2020
Q1 		$3.54M Buy
+49,639
New +$3.5M 2.41% 6

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 $21.5B AUM 26.98% 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

Sound Financial Strategies Group's ILTB Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2020, closing a stake of 49,863 shares — an estimated $3.77M sold.

Sound Financial Strategies Group first reported a position in ILTB in Q1 2020 and held it in 3 quarters. The position peaked at $3.77M in Q3 2020. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 49,863 iShares Core 10+ Year USD Bond ETF shares in Q4 2020, an estimated $3.77M.
  • Sound Financial Strategies Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and held it in 3 quarters.
  • Sound Financial Strategies Group's iShares Core 10+ Year USD Bond ETF position peaked at $3.77M in Q3 2020.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.