Kingsview Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Kingsview Wealth Management’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	-9,570	Closed	-$452K	–	984
2023 Q3	$452K	Sell	9,570 -3,957	-29%	-$198K	0.02%	641
2023 Q2	$711K	Buy	13,527 +9,641	+248%	+$507K	0.03%	497
2023 Q1	$209K	Buy	+3,886	New	+$206K	0.01%	820
2020 Q1	–	Sell	-4,729	Closed	-$322K	–	543
2019 Q4	$322K	Buy	+4,729	New	+$324K	0.04%	356

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

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

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

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

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

Kingsview Wealth Management's ILTB Position: Q4 2023 in Review

Kingsview Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2023, closing a stake of 9,570 shares — an estimated $452K sold.

Kingsview Wealth Management first reported a position in ILTB in Q4 2019 and held it in 4 quarters. The position peaked at $711K in Q2 2023. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2023.

Kingsview Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 9,570 iShares Core 10+ Year USD Bond ETF shares in Q4 2023, an estimated $452K.
Kingsview Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2019 and held it in 4 quarters.
Kingsview Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $711K in Q2 2023.
92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.