Spotlight Asset Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Spotlight Asset 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 Q2	$6.21K	Buy	+125	New	+$6.2K	﹤0.01%	206

Other funds holding ILTB

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

PFM

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

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

VCM

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

Spotlight Asset Group's ILTB Position: Q2 2024 in Review

Spotlight Asset Group opened a new position in iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2024: 125 shares worth $6.21K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

86 funds tracked by Wall St. Rank hold ILTB as of Q2 2024.

Spotlight Asset Group held 125 shares of iShares Core 10+ Year USD Bond ETF worth $6.21K as of Q2 2024.
iShares Core 10+ Year USD Bond ETF was a new Spotlight Asset Group position in Q2 2024.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #206 holding.
86 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.