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B. Riley Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-8,589
Closed -$406K – 1500
2024
Q1 		$406K Sell
8,589
-6,843
-44% -$348K 0.01% 901
2023
Q4 		$811K Buy
15,432
+6,843
+80% +$330K 0.02% 595
2023
Q3 		$406K Buy
8,589
+484
+6% +$24.3K 0.01% 901
2023
Q2 		$426K Buy
+8,105
New +$426K 0.01% 938

Other funds holding ILTB

Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

B. Riley Wealth Advisors's ILTB Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2024, closing a stake of 8,589 shares — an estimated $406K sold.

B. Riley Wealth Advisors first reported a position in ILTB in Q2 2023 and held it in 4 quarters. The position peaked at $811K in Q4 2023. 86 funds tracked by Wall St. Rank hold ILTB as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,589 iShares Core 10+ Year USD Bond ETF shares in Q2 2024, an estimated $406K.
  • B. Riley Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $811K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.