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Rooted Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Rooted Wealth 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
2024
Q4 		– Sell
-20,887
Closed -$1.08M – 98
2024
Q3 		$1.08M Sell
20,887
-43,315
-67% -$2.25M 0.48% 35
2024
Q2 		$3.25M Buy
64,202
+4,895
+8% +$243K 1.44% 16
2024
Q1 		$2.96M Buy
59,307
+1,815
+3% +$92.4K 1.46% 17
2023
Q4 		$2.94M Buy
57,492
+3,778
+7% +$182K 1.54% 18
2023
Q3 		$2.59M Buy
+53,714
New +$2.69M 1.59% 18

Other funds holding ILTB

Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rooted Wealth Advisors's ILTB Position: Q4 2024 in Review

Rooted Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2024, closing a stake of 20,887 shares — an estimated $1.08M sold.

Rooted Wealth Advisors first reported a position in ILTB in Q3 2023 and held it in 5 quarters. The position peaked at $3.25M in Q2 2024. 92 funds tracked by Wall St. Rank hold ILTB as of Q4 2024.

  • Rooted Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rooted Wealth Advisors sold 20,887 iShares Core 10+ Year USD Bond ETF shares in Q4 2024, an estimated $1.08M.
  • Rooted Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2023 and held it in 5 quarters.
  • Rooted Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $3.25M in Q2 2024.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2024.

Based on Rooted Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.