Beacon Bridge Wealth Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Beacon Bridge Wealth Partners’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 Q1	–	Sell	-10,095	Closed	-$531K	–	102
2023 Q4	$531K	Sell	10,095 -15,462	-61%	-$746K	0.26%	53
2023 Q3	$1.21M	Sell	25,557 -114,754	-82%	-$5.75M	0.64%	36
2023 Q2	$7.38M	Buy	+140,311	New	+$7.38M	3.77%	7

Other funds holding ILTB

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFN

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

Beacon Bridge Wealth Partners's ILTB Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2024, closing a stake of 10,095 shares — an estimated $531K sold.

Beacon Bridge Wealth Partners first reported a position in ILTB in Q2 2023 and held it in 3 quarters. The position peaked at $7.38M in Q2 2023. 89 funds tracked by Wall St. Rank hold ILTB as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 10,095 iShares Core 10+ Year USD Bond ETF shares in Q1 2024, an estimated $531K.
Beacon Bridge Wealth Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2023 and held it in 3 quarters.
Beacon Bridge Wealth Partners's iShares Core 10+ Year USD Bond ETF position peaked at $7.38M in Q2 2023.
89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.