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Stratos Wealth Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Stratos Wealth Partners’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
2016
Q3 		– Sell
-3,725
Closed -$249K – 702
2016
Q2 		$249K Hold
3,725
– – 0.02% 504
2016
Q1 		$233K Buy
+3,725
New +$225K 0.02% 475

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VKH
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Susquehanna International Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's ILTB Position: Q3 2016 in Review

Stratos Wealth Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2016, closing a stake of 3,725 shares — an estimated $249K sold.

Stratos Wealth Partners first reported a position in ILTB in Q1 2016 and held it in 2 quarters. The position peaked at $249K in Q2 2016. 27 funds tracked by Wall St. Rank hold ILTB as of Q3 2016.

  • Stratos Wealth Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,725 iShares Core 10+ Year USD Bond ETF shares in Q3 2016, an estimated $249K.
  • Stratos Wealth Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2016 and held it in 2 quarters.
  • Stratos Wealth Partners's iShares Core 10+ Year USD Bond ETF position peaked at $249K in Q2 2016.
  • 27 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2016.

Based on Stratos Wealth Partners's 13F filing for Q3 2016, filed 1 Nov 2016.