GI
ILTB icon

Gradient Investments’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Gradient Investments’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
Q3 		– Sell
-9,529
Closed -$474K – 799
2024
Q2 		$474K Buy
+9,529
New +$472K 0.01% 243
2021
Q2 		– Sell
-85
Closed -$6K – 1205
2021
Q1 		$6K Buy
+85
New +$6.09K ﹤0.01% 855

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's ILTB Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2024, closing a stake of 9,529 shares — an estimated $474K sold.

Gradient Investments first reported a position in ILTB in Q1 2021 and held it in 2 quarters. The position peaked at $474K in Q2 2024. 92 funds tracked by Wall St. Rank hold ILTB as of Q3 2024.

  • Gradient Investments reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 9,529 iShares Core 10+ Year USD Bond ETF shares in Q3 2024, an estimated $474K.
  • Gradient Investments first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2021 and held it in 2 quarters.
  • Gradient Investments's iShares Core 10+ Year USD Bond ETF position peaked at $474K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.