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Stephens Inc’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Stephens Inc’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
Q2 		– Sell
-3,405
Closed -$218K – 1281
2022
Q1 		$218K Hold
3,405
– – ﹤0.01% 1143
2021
Q4 		$246K Hold
3,405
– – ﹤0.01% 1127
2021
Q3 		$244K Buy
+3,405
New +$250K ﹤0.01% 1134

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TAIM
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SIAG
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SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
VCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stephens Inc's ILTB Position: Q2 2022 in Review

Stephens Inc sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2022, closing a stake of 3,405 shares — an estimated $218K sold.

Stephens Inc first reported a position in ILTB in Q3 2021 and held it in 3 quarters. The position peaked at $246K in Q4 2021. 60 funds tracked by Wall St. Rank hold ILTB as of Q2 2022.

  • Stephens Inc reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Stephens Inc sold 3,405 iShares Core 10+ Year USD Bond ETF shares in Q2 2022, an estimated $218K.
  • Stephens Inc first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2021 and held it in 3 quarters.
  • Stephens Inc's iShares Core 10+ Year USD Bond ETF position peaked at $246K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.