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BluePath Capital Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

BluePath Capital 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
2023
Q4 		– Sell
-1,284
Closed -$60.7K – 208
2023
Q3 		$60.7K Buy
+1,284
New +$64.4K 0.06% 173

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AWM
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BluePath Capital Management's ILTB Position: Q4 2023 in Review

BluePath Capital Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2023, closing a stake of 1,284 shares — an estimated $60.7K sold.

BluePath Capital Management first reported a position in ILTB in Q3 2023 and held it in 1 quarter. The position peaked at $60.7K in Q3 2023. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2023.

  • BluePath Capital Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 1,284 iShares Core 10+ Year USD Bond ETF shares in Q4 2023, an estimated $60.7K.
  • BluePath Capital Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's iShares Core 10+ Year USD Bond ETF position peaked at $60.7K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.