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

Market Street Wealth Management 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
2022
Q4 		– Sell
-9,152
Closed -$459K – 94
2022
Q3 		$459K Buy
+9,152
New +$505K 0.15% 72

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Market Street Wealth Management Advisors's ILTB Position: Q4 2022 in Review

Market Street Wealth Management Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2022, closing a stake of 9,152 shares — an estimated $459K sold.

Market Street Wealth Management Advisors first reported a position in ILTB in Q3 2022 and held it in 1 quarter. The position peaked at $459K in Q3 2022. 63 funds tracked by Wall St. Rank hold ILTB as of Q4 2022.

  • Market Street Wealth Management Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 9,152 iShares Core 10+ Year USD Bond ETF shares in Q4 2022, an estimated $459K.
  • Market Street Wealth Management Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $459K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.