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Townsend & Associates’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Townsend & Associates’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
Q2 		– Sell
-9,524
Closed -$679K – 72
2020
Q1 		$679K Buy
9,524
+258
+3% +$18.2K 0.71% 61
2019
Q4 		$634K Buy
9,266
+610
+7% +$41.8K 0.55% 63
2019
Q3 		$604K Buy
+8,656
New +$589K 0.58% 63

Other funds holding ILTB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Townsend & Associates's ILTB Position: Q2 2020 in Review

Townsend & Associates sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2020, closing a stake of 9,524 shares — an estimated $679K sold.

Townsend & Associates first reported a position in ILTB in Q3 2019 and held it in 3 quarters. The position peaked at $679K in Q1 2020. 60 funds tracked by Wall St. Rank hold ILTB as of Q2 2020.

  • Townsend & Associates reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Townsend & Associates sold 9,524 iShares Core 10+ Year USD Bond ETF shares in Q2 2020, an estimated $679K.
  • Townsend & Associates first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and held it in 3 quarters.
  • Townsend & Associates's iShares Core 10+ Year USD Bond ETF position peaked at $679K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2020.

Based on Townsend & Associates's 13F filing for Q2 2020, filed 13 Jul 2020.