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

WealthPLAN Partners’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
Q1 		– Sell
-2,997
Closed -$220K – 339
2020
Q4 		$220K Buy
+2,997
New +$226K 0.02% 304

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WealthPLAN Partners's ILTB Position: Q1 2021 in Review

WealthPLAN Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2021, closing a stake of 2,997 shares — an estimated $220K sold.

WealthPLAN Partners first reported a position in ILTB in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 74 funds tracked by Wall St. Rank hold ILTB as of Q1 2021.

  • WealthPLAN Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 2,997 iShares Core 10+ Year USD Bond ETF shares in Q1 2021, an estimated $220K.
  • WealthPLAN Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • WealthPLAN Partners's iShares Core 10+ Year USD Bond ETF position peaked at $220K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2021.

Based on WealthPLAN Partners's 13F filing for Q1 2021, filed 11 May 2021.