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Prime Capital Investment Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Prime Capital Investment 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
2023
Q4 		– Sell
-5,432
Closed -$257K – 973
2023
Q3 		$257K Hold
5,432
– – 0.01% 627
2023
Q2 		$286K Buy
+5,432
New +$286K 0.01% 617

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
Thrivent Financial for Lutherans
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
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prime Capital Investment Advisors's ILTB Position: Q4 2023 in Review

Prime Capital Investment Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2023, closing a stake of 5,432 shares — an estimated $257K sold.

Prime Capital Investment Advisors first reported a position in ILTB in Q2 2023 and held it in 2 quarters. The position peaked at $286K in Q2 2023. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2023.

  • Prime Capital Investment Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,432 iShares Core 10+ Year USD Bond ETF shares in Q4 2023, an estimated $257K.
  • Prime Capital Investment Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2023 and held it in 2 quarters.
  • Prime Capital Investment Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $286K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.