LWM
ILTB icon

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

Liberty 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
2021
Q4 		– Sell
-1,519
Closed -$109K – 612
2021
Q3 		$109K Buy
1,519
+11
+0.7% +$808 0.04% 275
2021
Q2 		$109K Buy
+1,508
New +$106K 0.04% 206

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SMM
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SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Wealth Management's ILTB Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2021, closing a stake of 1,519 shares — an estimated $109K sold.

Liberty Wealth Management first reported a position in ILTB in Q2 2021 and held it in 2 quarters. The position peaked at $109K in Q3 2021. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,519 iShares Core 10+ Year USD Bond ETF shares in Q4 2021, an estimated $109K.
  • Liberty Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $109K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.