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WrapManager Inc’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

WrapManager Inc’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
-3,443
Closed -$263K – 293
2020
Q4 		$263K Buy
3,443
+31
+0.9% +$2.34K 0.08% 217
2020
Q3 		$258K Buy
3,412
+7
+0.2% +$538 0.09% 200
2020
Q2 		$255K Buy
3,405
+347
+11% +$25.4K 0.09% 196
2020
Q1 		$218K Sell
3,058
-1,278
-29% -$90.2K 0.1% 195
2019
Q4 		$295K Sell
4,336
-468
-10% -$32.1K 0.09% 219
2019
Q3 		$333K Sell
4,804
-152
-3% -$10.3K 0.11% 200
2019
Q2 		$327K Sell
4,956
-163
-3% -$10.3K 0.11% 210
2019
Q1 		$321K Buy
5,119
+372
+8% +$22.4K 0.11% 216
2018
Q4 		$280K Sell
4,747
-271
-5% -$15.7K 0.1% 206
2018
Q3 		$299K Buy
5,018
+67
+1% +$4.03K 0.1% 243
2018
Q2 		$298K Sell
4,951
-3,444
-41% -$207K 0.1% 227
2018
Q1 		$519K Buy
+8,395
New +$521K 0.17% 135

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
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
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
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

WrapManager Inc's ILTB Position: Q1 2021 in Review

WrapManager Inc sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2021, closing a stake of 3,443 shares — an estimated $263K sold.

WrapManager Inc first reported a position in ILTB in Q1 2018 and held it in 12 quarters. The position peaked at $519K in Q1 2018. 74 funds tracked by Wall St. Rank hold ILTB as of Q1 2021.

  • WrapManager Inc reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • WrapManager Inc sold 3,443 iShares Core 10+ Year USD Bond ETF shares in Q1 2021, an estimated $263K.
  • WrapManager Inc first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2018 and held it in 12 quarters.
  • WrapManager Inc's iShares Core 10+ Year USD Bond ETF position peaked at $519K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2021.

Based on WrapManager Inc's 13F filing for Q1 2021, filed 10 May 2021.