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

Stewardship 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
Q1 		– Sell
-3,672
Closed -$250K – 45
2019
Q4 		$250K Buy
+3,672
New +$252K 0.16% 42

Other funds holding ILTB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stewardship Advisors's ILTB Position: Q1 2020 in Review

Stewardship Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2020, closing a stake of 3,672 shares — an estimated $250K sold.

Stewardship Advisors first reported a position in ILTB in Q4 2019 and held it in 1 quarter. The position peaked at $250K in Q4 2019. 61 funds tracked by Wall St. Rank hold ILTB as of Q1 2020.

  • Stewardship Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Stewardship Advisors sold 3,672 iShares Core 10+ Year USD Bond ETF shares in Q1 2020, an estimated $250K.
  • Stewardship Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 1 quarter.
  • Stewardship Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $250K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2020.

Based on Stewardship Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.