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Summit Securities Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Summit Securities 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
2014
Q3 		– Sell
-92
Closed -$6K – 751
2014
Q2 		$6K Buy
+92
New +$5.52K ﹤0.01% 431

Other funds holding ILTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Summit Securities Group's ILTB Position: Q3 2014 in Review

Summit Securities Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2014, closing a stake of 92 shares — an estimated $6K sold.

Summit Securities Group first reported a position in ILTB in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 19 funds tracked by Wall St. Rank hold ILTB as of Q3 2014.

  • Summit Securities Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 92 iShares Core 10+ Year USD Bond ETF shares in Q3 2014, an estimated $6K.
  • Summit Securities Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's iShares Core 10+ Year USD Bond ETF position peaked at $6K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.