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Weaver Consulting Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-28
Closed -$2K – 492
2020
Q3 		$2K Hold
28
– – ﹤0.01% 829
2020
Q2 		$2K Hold
28
– – ﹤0.01% 797
2020
Q1 		$2K Hold
28
– – ﹤0.01% 701
2019
Q4 		$2K Hold
28
– – ﹤0.01% 745
2019
Q3 		$2K Hold
28
– – ﹤0.01% 728
2019
Q2 		$2K Hold
28
– – ﹤0.01% 717
2019
Q1 		$2K Buy
+28
New +$1.69K ﹤0.01% 1322

Other funds holding ILTB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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

Weaver Consulting Group's ILTB Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2020, closing a stake of 28 shares — an estimated $2K sold.

Weaver Consulting Group first reported a position in ILTB in Q1 2019 and held it in 7 quarters. The position peaked at $2K in Q3 2020. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 28 iShares Core 10+ Year USD Bond ETF shares in Q4 2020, an estimated $2K.
  • Weaver Consulting Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Core 10+ Year USD Bond ETF position peaked at $2K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.