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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management

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

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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