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

WFG 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
2017 Q2	$9K	Buy	139 +1	+0.7%	+$63	﹤0.01%	1176
2017 Q1	$9K	Hold	138	–	–	﹤0.01%	1108
2016 Q4	$8K	Buy	138 +1	+0.7%	+$62	﹤0.01%	1170
2016 Q3	$9K	Buy	137 +1	+0.7%	+$67	﹤0.01%	1155
2016 Q2	$9K	Sell	136 -84	-38%	-$5.35K	﹤0.01%	1121
2016 Q1	$14K	Hold	220	–	–	﹤0.01%	962
2015 Q4	$13K	Buy	220 +38	+21%	+$2.27K	﹤0.01%	1015
2015 Q3	$11K	Hold	182	–	–	﹤0.01%	1069
2015 Q2	$11K	Hold	182	–	–	﹤0.01%	1161
2015 Q1	$12K	Sell	182 -26	-13%	-$1.69K	﹤0.01%	1145
2014 Q4	$13K	Buy	208 +97	+87%	+$6.04K	﹤0.01%	1363
2014 Q3	$7K	Buy	+111	New	+$6.79K	﹤0.01%	1580
2013 Q4	–	Sell	-54	Closed	-$3K	–	2262
2013 Q3	$3K	Buy	+54	New	+$3K	﹤0.01%	1846

Other funds holding ILTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

WFG Advisors's ILTB Position: Q2 2017 in Review

WFG Advisors increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 0.72% in Q2 2017, buying an estimated $63 and bringing the position to 139 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

WFG Advisors first reported a position in ILTB in Q3 2013 and has held it in 13 quarters since. The position peaked at $14K in Q1 2016. 29 funds tracked by Wall St. Rank hold ILTB as of Q2 2017.

WFG Advisors held 139 shares of iShares Core 10+ Year USD Bond ETF worth $9K as of Q2 2017.
WFG Advisors bought 1 iShares Core 10+ Year USD Bond ETF share in Q2 2017, an estimated $63.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1176 holding.
WFG Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2013 and has held it in 13 quarters since.
WFG Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $14K in Q1 2016.
29 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.