HBW Advisory Services’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

HBW Advisory Services’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	-5,002	Closed	-$263K	–	325
2023 Q2	$263K	Buy	5,002 +242	+5%	+$12.7K	0.06%	244
2023 Q1	$256K	Buy	4,760 +184	+4%	+$9.76K	0.06%	224
2022 Q4	$233K	Buy	4,576 +379	+9%	+$19.2K	0.06%	227
2022 Q3	$211K	Buy	+4,197	New	+$232K	0.06%	205
2022 Q2	–	Sell	-3,232	Closed	-$207K	–	236
2022 Q1	$207K	Buy	3,232 +287	+10%	+$19.1K	0.07%	208
2021 Q4	$212K	Buy	2,945 +83	+3%	+$5.99K	0.05%	250
2021 Q3	$205K	Buy	+2,862	New	+$210K	0.05%	239

Other funds holding ILTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HBW Advisory Services's ILTB Position: Q3 2023 in Review

HBW Advisory Services sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2023, closing a stake of 5,002 shares — an estimated $263K sold.

HBW Advisory Services first reported a position in ILTB in Q3 2021 and held it in 7 quarters. The position peaked at $263K in Q2 2023. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

HBW Advisory Services reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
HBW Advisory Services sold 5,002 iShares Core 10+ Year USD Bond ETF shares in Q3 2023, an estimated $263K.
HBW Advisory Services first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2021 and held it in 7 quarters.
HBW Advisory Services's iShares Core 10+ Year USD Bond ETF position peaked at $263K in Q2 2023.
85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.