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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return