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

Foundations 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
Q4 		– Sell
-5,262
Closed -$249K – 700
2023
Q3 		$249K Sell
5,262
-198
-4% -$9.93K 0.01% 553
2023
Q2 		$287K Buy
+5,460
New +$287K 0.01% 480
2019
Q1 		– Sell
-7,545
Closed -$456K – 110
2018
Q4 		$456K Buy
+7,545
New +$438K 0.1% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foundations Investment Advisors's ILTB Position: Q4 2023 in Review

Foundations Investment Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2023, closing a stake of 5,262 shares — an estimated $249K sold.

Foundations Investment Advisors first reported a position in ILTB in Q4 2018 and held it in 3 quarters. The position peaked at $456K in Q4 2018. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2023.

  • Foundations Investment Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,262 iShares Core 10+ Year USD Bond ETF shares in Q4 2023, an estimated $249K.
  • Foundations Investment Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2018 and held it in 3 quarters.
  • Foundations Investment Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $456K in Q4 2018.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.