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

Retirement 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 Q3	–	Sell	-78	Closed	-$14.6K	–	799
2023 Q2	$14.6K	Hold	78	–	–	0.01%	367
2023 Q1	$18K	Hold	78	–	–	0.01%	317
2022 Q4	$16K	Buy	78 +26	+50%	+$1.32K	0.01%	301
2022 Q3	$10K	Sell	52 -4	-7%	-$221	0.01%	246
2022 Q2	$10K	Hold	56	–	–	﹤0.01%	437
2022 Q1	$20K	Hold	56	–	–	0.01%	343
2021 Q4	$21K	Hold	56	–	–	0.01%	325
2021 Q3	$23K	Buy	+56	New	+$4.11K	0.01%	293
2021 Q2	–	Sell	-1,046	Closed	-$72K	–	713
2021 Q1	$72K	Buy	1,046 +6	+0.6%	+$430	0.03%	226
2020 Q4	$79K	Buy	1,040 +14	+1%	+$1.06K	0.04%	204
2020 Q3	$77K	Buy	1,026 +7	+0.7%	+$538	0.04%	207
2020 Q2	$76K	Buy	+1,019	New	+$74.6K	0.05%	201

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

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

Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Group's ILTB Position: Q3 2023 in Review

Retirement Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2023, closing a stake of 78 shares — an estimated $14.6K sold.

Retirement Group first reported a position in ILTB in Q2 2020 and held it in 12 quarters. The position peaked at $79K in Q4 2020. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

Retirement Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 78 iShares Core 10+ Year USD Bond ETF shares in Q3 2023, an estimated $14.6K.
Retirement Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2020 and held it in 12 quarters.
Retirement Group's iShares Core 10+ Year USD Bond ETF position peaked at $79K in Q4 2020.
85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.