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Selective Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-7
Closed – – 411
2022
Q3 		$0 Hold
7
– – ﹤0.01% 798
2022
Q2 		$0 Hold
7
– – ﹤0.01% 800
2022
Q1 		$0 Hold
7
– – ﹤0.01% 761
2021
Q4 		$1K Hold
7
– – ﹤0.01% 636
2021
Q3 		$1K Hold
7
– – ﹤0.01% 563
2021
Q2 		$1K Hold
7
– – ﹤0.01% 481
2021
Q1 		$0 Sell
7
-36
-84% -$2.58K ﹤0.01% 404
2020
Q4 		$3K Hold
43
– – ﹤0.01% 319
2020
Q3 		$3K Hold
43
– – ﹤0.01% 270
2020
Q2 		$3K Hold
43
– – ﹤0.01% 348
2020
Q1 		$3K Buy
+43
New +$3.04K ﹤0.01% 249

Other funds holding ILTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $617B AUM 30.33% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $433M AUM 33.48% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's ILTB Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q4 2022, closing a stake of 7 shares.

Selective Wealth Management first reported a position in ILTB in Q1 2020 and held it in 11 quarters. The position peaked at $3K in Q4 2020. 63 funds tracked by Wall St. Rank hold ILTB as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 7 iShares Core 10+ Year USD Bond ETF shares in Q4 2022.
  • Selective Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2020 and held it in 11 quarters.
  • Selective Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $3K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.