Wechter Feldman Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Wechter Feldman Wealth Management’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 Q2	–	Sell	-9,227	Closed	-$633K	–	24
2021 Q1	$633K	Buy	9,227 +2,811	+44%	+$201K	0.47%	15
2020 Q4	$490K	Sell	6,416 -213	-3%	-$16.1K	0.36%	15
2020 Q3	$501K	Sell	6,629 -2,283	-26%	-$176K	0.39%	16
2020 Q2	$668K	Sell	8,912 -90	-1%	-$6.59K	0.61%	17
2020 Q1	$641K	Buy	9,002 +1,213	+16%	+$85.6K	1.57%	13
2019 Q4	$530K	Buy	7,789 +1,104	+17%	+$75.7K	0.35%	21
2019 Q3	$464K	Buy	+6,685	New	+$455K	0.29%	24

Other funds holding ILTB

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wechter Feldman Wealth Management's ILTB Position: Q2 2021 in Review

Wechter Feldman Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2021, closing a stake of 9,227 shares — an estimated $633K sold.

Wechter Feldman Wealth Management first reported a position in ILTB in Q3 2019 and held it in 7 quarters. The position peaked at $668K in Q2 2020. 68 funds tracked by Wall St. Rank hold ILTB as of Q2 2021.

Wechter Feldman Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
Wechter Feldman Wealth Management sold 9,227 iShares Core 10+ Year USD Bond ETF shares in Q2 2021, an estimated $633K.
Wechter Feldman Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and held it in 7 quarters.
Wechter Feldman Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $668K in Q2 2020.
68 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.