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

Beaird Harris 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
2024
Q2 		– Sell
-86
Closed -$4.4K – 761
2024
Q1 		$4.4K Buy
+86
New +$4.38K ﹤0.01% 402
2022
Q1 		– Sell
-4
Closed – – 655
2021
Q4 		$0 Buy
+4
New +$289 ﹤0.01% 655

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

Beaird Harris Wealth Management's ILTB Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2024, closing a stake of 86 shares — an estimated $4.4K sold.

Beaird Harris Wealth Management first reported a position in ILTB in Q4 2021 and held it in 2 quarters. The position peaked at $4.4K in Q1 2024. 86 funds tracked by Wall St. Rank hold ILTB as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 86 iShares Core 10+ Year USD Bond ETF shares in Q2 2024, an estimated $4.4K.
  • Beaird Harris Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $4.4K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.