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True Link Financial Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

True Link Financial 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
2021
Q3 		– Sell
-236
Closed -$17K – 788
2021
Q2 		$17K Sell
236
-176
-43% -$12.3K ﹤0.01% 526
2021
Q1 		$28K Hold
412
– – ﹤0.01% 538
2020
Q4 		$31K Buy
+412
New +$31.1K ﹤0.01% 572

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

True Link Financial Advisors's ILTB Position: Q3 2021 in Review

True Link Financial Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2021, closing a stake of 236 shares — an estimated $17K sold.

True Link Financial Advisors first reported a position in ILTB in Q4 2020 and held it in 3 quarters. The position peaked at $31K in Q4 2020. 70 funds tracked by Wall St. Rank hold ILTB as of Q3 2021.

  • True Link Financial Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 236 iShares Core 10+ Year USD Bond ETF shares in Q3 2021, an estimated $17K.
  • True Link Financial Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2020 and held it in 3 quarters.
  • True Link Financial Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $31K in Q4 2020.
  • 70 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2021.

Based on True Link Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.