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Columbia Advisory Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Columbia Advisory 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
2022
Q1 		– Sell
-4,021
Closed -$290K – 62
2021
Q4 		$290K Buy
+4,021
New +$290K 0.29% 28

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SIAG
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SMM
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VCM
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BlackRock
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Osaic Holdings
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
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Columbia Advisory Partners's ILTB Position: Q1 2022 in Review

Columbia Advisory Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2022, closing a stake of 4,021 shares — an estimated $290K sold.

Columbia Advisory Partners first reported a position in ILTB in Q4 2021 and held it in 1 quarter. The position peaked at $290K in Q4 2021. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2022.

  • Columbia Advisory Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 4,021 iShares Core 10+ Year USD Bond ETF shares in Q1 2022, an estimated $290K.
  • Columbia Advisory Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Columbia Advisory Partners's iShares Core 10+ Year USD Bond ETF position peaked at $290K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2022.

Based on Columbia Advisory Partners's 13F filing for Q1 2022, filed 29 Apr 2022.