B.O.S.S. Retirement Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

B.O.S.S. Retirement 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
2024 Q4	–	Sell	-4,998	Closed	-$266K	–	243
2024 Q3	$266K	Sell	4,998 -708	-12%	-$36.8K	0.05%	182
2024 Q2	$284K	Buy	5,706 +1,046	+22%	+$51.8K	0.07%	152
2024 Q1	$245K	Sell	4,660 -618	-12%	-$31.5K	0.09%	114
2023 Q4	$277K	Sell	5,278 -266	-5%	-$12.8K	0.05%	213
2023 Q3	$262K	Sell	5,544 -35	-0.6%	-$1.75K	0.06%	212
2023 Q2	$293K	Buy	5,579 +59	+1%	+$3.1K	0.06%	203
2023 Q1	$297K	Buy	+5,520	New	+$293K	0.07%	194

Other funds holding ILTB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

PFM

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's ILTB Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2024, closing a stake of 4,998 shares — an estimated $266K sold.

B.O.S.S. Retirement Advisors first reported a position in ILTB in Q1 2023 and held it in 7 quarters. The position peaked at $297K in Q1 2023. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 4,998 iShares Core 10+ Year USD Bond ETF shares in Q4 2024, an estimated $266K.
B.O.S.S. Retirement Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2023 and held it in 7 quarters.
B.O.S.S. Retirement Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $297K in Q1 2023.
92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.