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

WESPAC 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
2020
Q2 		– Sell
-2,887
Closed -$206K – 105
2020
Q1 		$206K Buy
+2,887
New +$204K 0.49% 48
2016
Q3 		– Sell
-18,287
Closed -$1.22M – 111
2016
Q2 		$1.22M Buy
+18,287
New +$1.17M 1.26% 30

Other funds holding ILTB

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WESPAC Advisors's ILTB Position: Q2 2020 in Review

WESPAC Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2020, closing a stake of 2,887 shares — an estimated $206K sold.

WESPAC Advisors first reported a position in ILTB in Q2 2016 and held it in 2 quarters. The position peaked at $1.22M in Q2 2016. 60 funds tracked by Wall St. Rank hold ILTB as of Q2 2020.

  • WESPAC Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
  • WESPAC Advisors sold 2,887 iShares Core 10+ Year USD Bond ETF shares in Q2 2020, an estimated $206K.
  • WESPAC Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2016 and held it in 2 quarters.
  • WESPAC Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1.22M in Q2 2016.
  • 60 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2020.

Based on WESPAC Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.