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U.S. Capital Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-209
Closed -$10.6K – 1060
2022
Q4 		$10.6K Buy
+209
New +$10.6K ﹤0.01% 1259

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's ILTB Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2023, closing a stake of 209 shares — an estimated $10.6K sold.

U.S. Capital Wealth Advisors first reported a position in ILTB in Q4 2022 and held it in 1 quarter. The position peaked at $10.6K in Q4 2022. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 209 iShares Core 10+ Year USD Bond ETF shares in Q1 2023, an estimated $10.6K.
  • U.S. Capital Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $10.6K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.