TAIM
ILTB icon

TD Ameritrade Investment Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-116,833
Closed -$6.15M – 221
2023
Q2 		$6.15M Sell
116,833
-5,186
-4% -$273K 0.07% 75
2023
Q1 		$6.56M Sell
122,019
-8,404
-6% -$446K 0.07% 78
2022
Q4 		$6.64M Sell
130,423
-50,436
-28% -$2.56M 0.07% 79
2022
Q3 		$9.08M Buy
180,859
+46,946
+35% +$2.59M 0.09% 75
2022
Q2 		$7.45M Sell
133,913
-37,234
-22% -$2.14M 0.07% 78
2022
Q1 		$11M Buy
171,147
+49,124
+40% +$3.27M 0.08% 76
2021
Q4 		$8.8M Sell
122,023
-1,661
-1% -$120K 0.06% 77
2021
Q3 		$9.34M Sell
123,684
-3,354
-3% -$246K 0.08% 72
2021
Q2 		$9.18M Buy
127,038
+8,150
+7% +$572K 0.07% 75
2021
Q1 		$9.09M Hold
118,888
– – 0.07% 73
2020
Q4 		$9.09M Sell
118,888
-4,796
-4% -$362K 0.07% 73
2020
Q3 		$9.34M Sell
123,684
-5,986
-5% -$460K 0.08% 72
2020
Q2 		$9.72M Sell
129,670
-6,416
-5% -$470K 0.08% 75
2020
Q1 		$9.69M Buy
136,086
+18,329
+16% +$1.29M 0.09% 69
2019
Q4 		$8.02M Sell
117,757
-3,451
-3% -$237K 0.06% 75
2019
Q3 		$8.41M Sell
121,208
-6,606
-5% -$449K 0.07% 74
2019
Q2 		$8.43M Sell
127,814
-8,194
-6% -$516K 0.07% 74
2019
Q1 		$8.52M Sell
136,008
-11,912
-8% -$718K 0.07% 74
2018
Q4 		$8.73M Buy
147,920
+63,307
+75% +$3.67M 0.08% 63
2018
Q3 		$5.05M Buy
84,613
+4,397
+5% +$264K 0.04% 66
2018
Q2 		$4.82M Buy
80,216
+28,347
+55% +$1.71M 0.04% 61
2018
Q1 		$3.21M Buy
51,869
+49,846
+2,464% +$3.09M 0.03% 56
2017
Q4 		$131K Buy
+2,023
New +$129K ﹤0.01% 70

Other funds holding ILTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Ameritrade Investment Management's ILTB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2023, closing a stake of 116,833 shares — an estimated $6.15M sold.

TD Ameritrade Investment Management first reported a position in ILTB in Q4 2017 and held it in 23 quarters. The position peaked at $11M in Q1 2022. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 116,833 iShares Core 10+ Year USD Bond ETF shares in Q3 2023, an estimated $6.15M.
  • TD Ameritrade Investment Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2017 and held it in 23 quarters.
  • TD Ameritrade Investment Management's iShares Core 10+ Year USD Bond ETF position peaked at $11M in Q1 2022.
  • 85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.