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

Peterson Financial 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
2024 Q3	$807	Buy	+15	New	+$779	﹤0.01%	402

Other funds holding ILTB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peterson Financial Group's ILTB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2024: 15 shares worth $807. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings.

92 funds tracked by Wall St. Rank hold ILTB as of Q3 2024.

Peterson Financial Group held 15 shares of iShares Core 10+ Year USD Bond ETF worth $807 as of Q3 2024.
iShares Core 10+ Year USD Bond ETF was a new Peterson Financial Group position in Q3 2024.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #402 holding.
92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.