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Patriot Financial Group Insurance Agency’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Patriot Financial Group Insurance Agency’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
-26
Closed -$1K – 1126
2022
Q2 		$1K Buy
26
+5
+24% +$288 ﹤0.01% 1904
2022
Q1 		$1K Sell
21
-14
-40% -$933 ﹤0.01% 1946
2021
Q4 		$3K Sell
35
-98
-74% -$7.07K ﹤0.01% 1863
2021
Q3 		$10K Sell
133
-1,830
-93% -$134K ﹤0.01% 1479
2021
Q2 		$142K Buy
+1,963
New +$138K 0.03% 518

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SIAG
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VCM
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IWN
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Patriot Financial Group Insurance Agency's ILTB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ILTB in Q2 2021 and held it in 5 quarters. The position peaked at $142K in Q2 2021. 58 funds tracked by Wall St. Rank hold ILTB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 26 iShares Core 10+ Year USD Bond ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's iShares Core 10+ Year USD Bond ETF position peaked at $142K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.