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Patriot Investment Management Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Patriot Investment Management Group’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
Q1 		– Sell
-163
Closed -$8.87K – 309
2022
Q4 		$8.87K Buy
+163
New +$8.26K ﹤0.01% 367
2020
Q3 		– Sell
-163
Closed -$12.2K – 415
2020
Q2 		$12.2K Buy
+163
New +$11.9K ﹤0.01% 479

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
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
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Investment Management Group's ILTB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2023, closing a stake of 163 shares — an estimated $8.87K sold.

Patriot Investment Management Group first reported a position in ILTB in Q2 2020 and held it in 2 quarters. The position peaked at $12.2K in Q2 2020. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 163 iShares Core 10+ Year USD Bond ETF shares in Q1 2023, an estimated $8.87K.
  • Patriot Investment Management Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Core 10+ Year USD Bond ETF position peaked at $12.2K in Q2 2020.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.