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First Pacific Financial’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

First Pacific Financial’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
2024
Q2 		– Sell
-23
Closed -$1.18K – 427
2024
Q1 		$1.18K Sell
23
-2
-8% -$102 ﹤0.01% 387
2023
Q4 		$1.31K Buy
+25
New +$1.21K ﹤0.01% 346

Other funds holding ILTB

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AWM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

First Pacific Financial's ILTB Position: Q2 2024 in Review

First Pacific Financial sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2024, closing a stake of 23 shares — an estimated $1.18K sold.

First Pacific Financial first reported a position in ILTB in Q4 2023 and held it in 2 quarters. The position peaked at $1.31K in Q4 2023. 86 funds tracked by Wall St. Rank hold ILTB as of Q2 2024.

  • First Pacific Financial reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 23 iShares Core 10+ Year USD Bond ETF shares in Q2 2024, an estimated $1.18K.
  • First Pacific Financial first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • First Pacific Financial's iShares Core 10+ Year USD Bond ETF position peaked at $1.31K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.