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

WealthShield 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 Q3	–	Sell	-6,844	Closed	-$360K	–	497
2023 Q2	$360K	Hold	6,844	–	–	0.05%	231
2023 Q1	$368K	Hold	6,844	–	–	0.06%	229
2022 Q4	$349K	Sell	6,844 -2,015	-23%	-$102K	0.07%	231
2022 Q3	$445K	Hold	8,859	–	–	0.09%	206
2022 Q2	$492K	Hold	8,859	–	–	0.1%	202
2022 Q1	$567K	Hold	8,859	–	–	0.09%	218
2021 Q4	$639K	Hold	8,859	–	–	0.11%	172
2021 Q3	$634K	Buy	+8,859	New	+$651K	0.17%	119
2021 Q1	–	Sell	-9,793	Closed	-$748K	–	1159
2020 Q4	$748K	Hold	9,793	–	–	0.14%	126
2020 Q3	$739K	Hold	9,793	–	–	0.26%	86
2020 Q2	$734K	Hold	9,793	–	–	0.34%	66
2020 Q1	$698K	Sell	9,793 -3,170	-24%	-$224K	0.43%	58
2019 Q4	$883K	Sell	12,963 -1,559	-11%	-$107K	0.43%	49
2019 Q3	$1.01M	Sell	14,522 -13,757	-49%	-$936K	0.53%	40
2019 Q2	$1.87M	Buy	+28,279	New	+$1.78M	1.08%	21
2018 Q4	–	Sell	-39,836	Closed	-$2.38M	–	264
2018 Q3	$2.38M	Buy	+39,836	New	+$2.4M	1.36%	16

Other funds holding ILTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthShield Partners's ILTB Position: Q3 2023 in Review

WealthShield Partners sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q3 2023, closing a stake of 6,844 shares — an estimated $360K sold.

WealthShield Partners first reported a position in ILTB in Q3 2018 and held it in 16 quarters. The position peaked at $2.38M in Q3 2018. 85 funds tracked by Wall St. Rank hold ILTB as of Q3 2023.

WealthShield Partners reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 6,844 iShares Core 10+ Year USD Bond ETF shares in Q3 2023, an estimated $360K.
WealthShield Partners first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2018 and held it in 16 quarters.
WealthShield Partners's iShares Core 10+ Year USD Bond ETF position peaked at $2.38M in Q3 2018.
85 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.