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

Avior 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
2022 Q3	–	Sell	-200	Closed	-$11K	–	1218
2022 Q2	$11K	Hold	200	–	–	﹤0.01%	755
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	801
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	762
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	723
2021 Q2	$14K	Sell	200 -1,631	-89%	-$114K	﹤0.01%	696
2021 Q1	$125K	Sell	1,831 -416	-19%	-$29.8K	0.01%	442
2020 Q4	$171K	Sell	2,247 -1,013	-31%	-$76.5K	0.02%	393
2020 Q3	$246K	Sell	3,260 -6,506	-67%	-$500K	0.04%	351
2020 Q2	$732K	Sell	9,766 -5,504	-36%	-$403K	0.11%	165
2020 Q1	$1.09M	Buy	+15,270	New	+$1.08M	0.21%	116

Other funds holding ILTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Avior Wealth Management's ILTB Position: Q3 2022 in Review

Avior Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2022, closing a stake of 200 shares — an estimated $11K sold.

Avior Wealth Management first reported a position in ILTB in Q1 2020 and held it in 10 quarters. The position peaked at $1.09M in Q1 2020. 58 funds tracked by Wall St. Rank hold ILTB as of Q3 2022.

Avior Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
Avior Wealth Management sold 200 iShares Core 10+ Year USD Bond ETF shares in Q3 2022, an estimated $11K.
Avior Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and held it in 10 quarters.
Avior Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $1.09M in Q1 2020.
58 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.