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Cornerstone Retirement Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Cornerstone Retirement Group’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
Q3 		$257K Hold
5,432
– – 0.07% 27
2023
Q2 		$286K Buy
5,432
+19
+0.4% +$1K 0.08% 17
2023
Q1 		$291K Buy
+5,413
New +$287K 0.09% 11

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Retirement Group's ILTB Position: Q3 2023 in Review

Cornerstone Retirement Group held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q3 2023 at 5,432 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #27.

Cornerstone Retirement Group first reported a position in ILTB in Q1 2023 and has held it in 3 quarters since. The position peaked at $291K in Q1 2023. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

  • Cornerstone Retirement Group held 5,432 shares of iShares Core 10+ Year USD Bond ETF worth $257K as of Q3 2023.
  • Cornerstone Retirement Group left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q3 2023.
  • iShares Core 10+ Year USD Bond ETF made up 0.07% of Cornerstone Retirement Group's portfolio in Q3 2023, its #27 holding.
  • Cornerstone Retirement Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Retirement Group's iShares Core 10+ Year USD Bond ETF position peaked at $291K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.