Resource Planning Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Resource Planning 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 Q4	$281K	Sell	5,340 -96	-2%	-$4.63K	0.18%	62
2023 Q3	$257K	Hold	5,436	–	–	0.22%	51
2023 Q2	$286K	Buy	5,436 +96	+2%	+$5.05K	0.23%	49
2023 Q1	$287K	Hold	5,340	–	–	0.23%	51
2022 Q4	$272K	Buy	+5,340	New	+$271K	0.22%	56
2022 Q3	–	Sell	-5,064	Closed	-$282K	–	66
2022 Q2	$282K	Buy	5,064 +588	+13%	+$33.9K	0.23%	58
2022 Q1	$287K	Buy	+4,476	New	+$298K	0.21%	57
2021 Q2	–	Sell	-4,001	Closed	-$274K	–	88
2021 Q1	$274K	Buy	+4,001	New	+$287K	0.18%	57

Other funds holding ILTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 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

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

Resource Planning Group's ILTB Position: Q4 2023 in Review

Resource Planning Group reduced its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 1.8% in Q4 2023, selling an estimated $4.63K and leaving 5,340 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #62.

Resource Planning Group first reported a position in ILTB in Q1 2021 and has held it in 8 quarters since. The position peaked at $287K in Q1 2022. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2023.

Resource Planning Group held 5,340 shares of iShares Core 10+ Year USD Bond ETF worth $281K as of Q4 2023.
Resource Planning Group sold 96 iShares Core 10+ Year USD Bond ETF shares in Q4 2023, an estimated $4.63K.
iShares Core 10+ Year USD Bond ETF made up 0.18% of Resource Planning Group's portfolio in Q4 2023, its #62 holding.
Resource Planning Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2021 and has held it in 8 quarters since.
Resource Planning Group's iShares Core 10+ Year USD Bond ETF position peaked at $287K in Q1 2022.
92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.