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Strategic Financial Partners’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Strategic Financial Partners’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
Q2 		– Sell
-4,171
Closed -$224K – 72
2023
Q1 		$224K Hold
4,171
– – 0.14% 65
2022
Q4 		$212K Sell
4,171
-171
-4% -$8.67K 0.13% 67
2022
Q3 		$218K Hold
4,342
– – 0.14% 58
2022
Q2 		$241K Hold
4,342
– – 0.14% 56
2022
Q1 		$278K Sell
4,342
-18,420
-81% -$1.23M 0.14% 58
2021
Q4 		$1.64M Sell
22,762
-13,035
-36% -$941K 0.81% 18
2021
Q3 		$2.56M Buy
35,797
+1,423
+4% +$105K 1.38% 16
2021
Q2 		$2.48M Buy
34,374
+903
+3% +$63.4K 1.37% 15
2021
Q1 		$2.29M Buy
33,471
+2,677
+9% +$192K 1.36% 15
2020
Q4 		$2.35M Buy
+30,794
New +$2.33M 1.54% 14

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $299M AUM 14.5% 1-Year Est. Return

Strategic Financial Partners's ILTB Position: Q2 2023 in Review

Strategic Financial Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2023, closing a stake of 4,171 shares — an estimated $224K sold.

Strategic Financial Partners first reported a position in ILTB in Q4 2020 and held it in 10 quarters. The position peaked at $2.56M in Q3 2021. 87 funds tracked by Wall St. Rank hold ILTB as of Q2 2023.

  • Strategic Financial Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Partners sold 4,171 iShares Core 10+ Year USD Bond ETF shares in Q2 2023, an estimated $224K.
  • Strategic Financial Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2020 and held it in 10 quarters.
  • Strategic Financial Partners's iShares Core 10+ Year USD Bond ETF position peaked at $2.56M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2023.

Based on Strategic Financial Partners's 13F filing for Q2 2023, filed 10 Jul 2024.