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

USAdvisors 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
Q1 		– Sell
-2,887
Closed -$208K – 132
2021
Q4 		$208K Hold
2,887
– – 0.08% 122
2021
Q3 		$207K Hold
2,887
– – 0.09% 109
2021
Q2 		$208K Sell
2,887
-78,536
-96% -$5.51M 0.11% 102
2021
Q1 		$5.38M Buy
+81,423
New +$5.83M 2.6% 15

Other funds holding ILTB

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

USAdvisors Wealth Management's ILTB Position: Q1 2022 in Review

USAdvisors Wealth Management sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2022, closing a stake of 2,887 shares — an estimated $208K sold.

USAdvisors Wealth Management first reported a position in ILTB in Q1 2021 and held it in 4 quarters. The position peaked at $5.38M in Q1 2021. 69 funds tracked by Wall St. Rank hold ILTB as of Q1 2022.

  • USAdvisors Wealth Management reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 2,887 iShares Core 10+ Year USD Bond ETF shares in Q1 2022, an estimated $208K.
  • USAdvisors Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2021 and held it in 4 quarters.
  • USAdvisors Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $5.38M in Q1 2021.
  • 69 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2022.

Based on USAdvisors Wealth Management's 13F filing for Q1 2022, filed 8 Jun 2022.