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Salem Investment Counselors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Salem Investment Counselors’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
-125
Closed -$6.58K – 1141
2023
Q2 		$6.58K Hold
125
– – ﹤0.01% 891
2023
Q1 		$6.72K Sell
125
-125
-50% -$6.63K ﹤0.01% 878
2022
Q4 		$12.7K Sell
250
-500
-67% -$25.3K ﹤0.01% 744
2022
Q3 		$38K Hold
750
– – ﹤0.01% 524
2022
Q2 		$42K Buy
+750
New +$43.2K ﹤0.01% 529

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 $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salem Investment Counselors's ILTB Position: Q3 2023 in Review

Salem Investment Counselors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2023, closing a stake of 125 shares — an estimated $6.58K sold.

Salem Investment Counselors first reported a position in ILTB in Q2 2022 and held it in 5 quarters. The position peaked at $42K in Q2 2022. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

  • Salem Investment Counselors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 125 iShares Core 10+ Year USD Bond ETF shares in Q3 2023, an estimated $6.58K.
  • Salem Investment Counselors first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2022 and held it in 5 quarters.
  • Salem Investment Counselors's iShares Core 10+ Year USD Bond ETF position peaked at $42K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.