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Bradley & Co Private Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Bradley & Co Private 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
2022
Q1 		– Sell
-222
Closed -$16K – 158
2021
Q4 		$16K Hold
222
– – 0.01% 125
2021
Q3 		$16K Hold
222
– – 0.01% 127
2021
Q2 		$16K Hold
222
– – 0.01% 131
2021
Q1 		$15K Buy
+222
New +$15.9K 0.01% 133

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $433M AUM 33.48% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Bradley & Co Private Wealth Management's ILTB Position: Q1 2022 in Review

Bradley & Co Private Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2022, closing a stake of 222 shares — an estimated $16K sold.

Bradley & Co Private Wealth Management first reported a position in ILTB in Q1 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 68 funds tracked by Wall St. Rank hold ILTB as of Q1 2022.

  • Bradley & Co Private Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 222 iShares Core 10+ Year USD Bond ETF shares in Q1 2022, an estimated $16K.
  • Bradley & Co Private Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2021 and held it in 4 quarters.
  • Bradley & Co Private Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $16K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.