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Wealthfront’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1
Closed – – 645
2015
Q3 		$0 Hold
1
– – ﹤0.01% 1346
2015
Q2 		$0 Hold
1
– – ﹤0.01% 1340
2015
Q1 		$0 Buy
+1
New +$65 ﹤0.01% 1226

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
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wealthfront's ILTB Position: Q4 2015 in Review

Wealthfront sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in ILTB in Q1 2015 and held it in 3 quarters. The position peaked at $0 in Q3 2015. 28 funds tracked by Wall St. Rank hold ILTB as of Q4 2015.

  • Wealthfront reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 iShares Core 10+ Year USD Bond ETF share in Q4 2015.
  • Wealthfront first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2015 and held it in 3 quarters.
  • Wealthfront's iShares Core 10+ Year USD Bond ETF position peaked at $0 in Q3 2015.
  • 28 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.