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Matthew Hamilton Rosenberg’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		– Sell
-373
Closed -$21K – 863
2022
Q2 		$21K Sell
373
-4
-1% -$230 0.01% 567
2022
Q1 		$24K Sell
377
-4,739
-93% -$316K 0.01% 539
2021
Q4 		$369K Buy
5,116
+63
+1% +$4.55K 0.13% 99
2021
Q3 		$362K Buy
+5,053
New +$371K 0.14% 88

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's ILTB Position: Q3 2022 in Review

Matthew Hamilton Rosenberg sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2022, closing a stake of 373 shares — an estimated $21K sold.

Matthew Hamilton Rosenberg first reported a position in ILTB in Q3 2021 and held it in 4 quarters. The position peaked at $369K in Q4 2021. 58 funds tracked by Wall St. Rank hold ILTB as of Q3 2022.

  • Matthew Hamilton Rosenberg reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 373 iShares Core 10+ Year USD Bond ETF shares in Q3 2022, an estimated $21K.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2021 and held it in 4 quarters.
  • Matthew Hamilton Rosenberg's iShares Core 10+ Year USD Bond ETF position peaked at $369K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2022, filed 21 Oct 2022.