Schroder Investment Management Group
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Schroder Investment Management Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Schroder Investment Management 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
2024
Q3 		– Sell
-567,480
Closed -$28.2M – 1233
2024
Q2 		$28.2M Buy
567,480
+68,789
+14% +$3.41M 0.03% 400
2024
Q1 		$25.5M Buy
+498,691
New +$25.4M 0.03% 439

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group's ILTB Position: Q3 2024 in Review

Schroder Investment Management Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2024, closing a stake of 567,480 shares — an estimated $28.2M sold.

Schroder Investment Management Group first reported a position in ILTB in Q1 2024 and held it in 2 quarters. The position peaked at $28.2M in Q2 2024. 92 funds tracked by Wall St. Rank hold ILTB as of Q3 2024.

  • Schroder Investment Management Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 567,480 iShares Core 10+ Year USD Bond ETF shares in Q3 2024, an estimated $28.2M.
  • Schroder Investment Management Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2024 and held it in 2 quarters.
  • Schroder Investment Management Group's iShares Core 10+ Year USD Bond ETF position peaked at $28.2M in Q2 2024.
  • 92 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.