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Eldridge Investment Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Eldridge Investment Advisors’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 		– Sell
-14,500
Closed -$763K – 147
2023
Q2 		$763K Sell
14,500
-17,250
-54% -$908K 0.25% 70
2023
Q1 		$1.71M Buy
+31,750
New +$1.68M 0.59% 41

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 $436M AUM 21.5% 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

Eldridge Investment Advisors's ILTB Position: Q3 2023 in Review

Eldridge Investment Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2023, closing a stake of 14,500 shares — an estimated $763K sold.

Eldridge Investment Advisors first reported a position in ILTB in Q1 2023 and held it in 2 quarters. The position peaked at $1.71M in Q1 2023. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

  • Eldridge Investment Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 14,500 iShares Core 10+ Year USD Bond ETF shares in Q3 2023, an estimated $763K.
  • Eldridge Investment Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2023 and held it in 2 quarters.
  • Eldridge Investment Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $1.71M in Q1 2023.
  • 85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on Eldridge Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.